“Clone with related” is an amazing feature which sadly is still not available on custom objects. No worries! This flow solution helps you to clone ANY objects with ANY related lists, and we only use the easiest steps! Let’s dive into how to make that happen!
* Big thanks to Neal Lightfeldt for sending in the case!
Lulu Mobile uses standard Account, Asset, and Contact objects to track their customers’ information. They also have Account Contact Relationship enabled. The sales reps want to be able to clone the Accounts with the option of cloning either Asset or Related Contact lists or both or none.
The flow is not that complicated!
Please don’t be intimidated by the flow charts. The most essential concepts are just Get Records, Loop, Assignment, and Create Records.
Depending on how many related lists you want the users to be able to clone, we need to repeat steps 7 – 13 for the same number of times. For example, in this case we let the user choose between 1) Asset and 2) Related Contact, so we repeated steps 7 -13 for two times.
In the beginning, we use a Screen and Checkbox Group to let users choose which related list to clone. Then, we use that answer in Decision elements. At the end, we add another Screen to let the user link to the newly created record. We will launch this solution as a Quick Action.
Actual Flow: Clone With Two Related Lists
Structure: Unique Steps Of The Flow
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|Loop||Create Records||Record Id|
|Decision||Get Records||Screen Element|
Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!