Jump to content
Salesforce and other SMB Solutions are coming soon. ×

duplicating record with portal


Recommended Posts

Sorry but how do I do that?

Let us say I have an invoice. Another customer comes and buys the same items. How do I duplicate the record including the portal contents?

Before using portals I was using repeating fields ... it was so easy to duplicate the whole record and just change the few things that needed changing.

Link to comment
Share on other sites

Let your relation field to items is Invoice_Id.

In Invoice create one global field, let it be Glob_Inv_Id.

In this field you must get Invoice_Id of next Invoice which will be duplicate of previous.

You mus in dulicating script first duplicate portal records then set invoice_id Glob_Inv_Id then then duplicate Invoice with setting Invoice_Id Glob_Inv_Id. I did it in my Invoices.

Link to comment
Share on other sites


This topic is now archived and is closed to further replies.

  • Create New...

Important Information

Terms of Use