This article will walk you through how to setup the option to copy records in your Live App using record rules on a form.
Note: Copying records can also be set up by using the action links feature. You can read more about Action Links in our “Using Action Links” article.
Add a Connection
Add a connection field to the object that contains the records you want to duplicate. This will be a connection to the SAME object.
In this example, Employees are tracking their Hours and we want them to have the option to copy previous Hours. So we're adding the connection field on the Hours object to the Hours object:
Add a Form
On a Details page that displays the specific record you want to copy, add a form for updating that page's record.
In this example, we're adding a new form for updating the Hours record on the Hours details page. We’re calling the form: “Copy Record”:
The form will have no fields, since we want to access the record rules only:
Add a Record Rule
Go to the the Form Rules section and select the Record Rules tab.
Create a new record rule to insert a new record connected to this record. Assign the fields you want to duplicate and set them to inherit the form value of the same field.
Congratulations! You can now duplicate your records:
With the introduction of Action Links, we've had users ask about recreating the steps above using an action link instead of a record rule in a form. Please note that there isn't currently an option for copying records using action links.
With forms, you have the option to set a field's value based on a form value, as seen in step 3. However, action links do not have that option or an equivalent option right now.