{"id":14612,"date":"2019-02-16T12:04:04","date_gmt":"2019-02-16T12:04:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=14612"},"modified":"2020-01-14T12:21:57","modified_gmt":"2020-01-14T12:21:57","slug":"set-references-for-source-record-and-cloned-record","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/set-references-for-source-record-and-cloned-record\/","title":{"rendered":"Set References for Source Record and Cloned Record"},"content":{"rendered":"<p style=\"text-align: justify;\">In our of our <a href=\"https:\/\/www.inogic.com\/blog\/click2clone-infocentre\/clone-records-along-with-relationship-from-one-entity-to-another-entity\/\" target=\"_blank\" rel=\"noopener noreferrer\">previous blogs <\/a>we covered how to clone records from one Entity to another Entity along with the relationships. This functionality can be enhanced if we have reference between Source Entity and Target Entity so that both can identify each other. For this we have yet another potent feature called <strong>Set References.<\/strong><\/p>\n<p style=\"text-align: justify;\">With this feature you can set the reference of the newly created record on the source record and vice versa. You can update the newly create record with the help of set references. For e.g. In case there are multiple records of an Entity with the same name then it is possible for the user to define the source and target references of the record with the help of Set References feature.<\/p>\n<ul>\n<li><strong>Source Entity Field <\/strong>will set the target (cloned) reference of the selected record after cloning. You need to enter the logical name of the field in which you need to store the target reference.<\/li>\n<li><strong>Target Entity Field <\/strong>will set the source (parent) reference of the selected record after cloning. You need to enter the logical name of the field in which you need to store the source reference.<\/li>\n<\/ul>\n<p>Below are the steps to create references between source record and target record:<\/p>\n<p style=\"text-align: justify;\"><strong>1<\/strong>. To set the references navigate to <strong>Apps -&gt; Click2Clone Group -&gt; Click2Clone Templates<\/strong>. Select the Click2Clone Template created for Opportunity to Project Template that we created in this <a href=\"https:\/\/www.inogic.com\/blog\/clone-records-along-with-relationship-from-one-entity-to-another-entity\/\">blog<\/a>.<\/p>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-18547\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-2.png\" alt=\"\" width=\"918\" height=\"389\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-2.png 918w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-2-300x127.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-2-768x325.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/2-2-660x280.png 660w\" sizes=\"(max-width: 918px) 100vw, 918px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>2<\/strong>. Here we have created two new fields for Set References. As we have taken example of <strong>Opportunity to Project Template<\/strong>, we will create lookup type fields <strong>Source Opportunity<\/strong> which looks for Opportunity and <strong>Cloned Project <\/strong>which looks for Project.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18548\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9.png\" alt=\"\" width=\"1131\" height=\"263\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9.png 1131w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9-300x70.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9-768x179.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9-1024x238.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-9-660x153.png 660w\" sizes=\"(max-width: 1131px) 100vw, 1131px\" \/><\/p>\n<p><strong>3<\/strong>. The next step is to clone the record after source and target reference field are set.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18549\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10.png\" alt=\"\" width=\"1096\" height=\"361\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10.png 1096w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10-300x99.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10-768x253.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10-1024x337.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-10-660x217.png 660w\" sizes=\"(max-width: 1096px) 100vw, 1096px\" \/><\/p>\n<p><strong>4<\/strong>. The Source Opportunity and Cloned Project fields are set with source and target references respectively. In the Cloned record below the <strong>Source Opportunity<\/strong> field is the source Opportunity is the Opportunity which has been cloned to create this new record.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18550\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11.png\" alt=\"\" width=\"1365\" height=\"615\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11.png 1365w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11-300x135.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11-768x346.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11-1024x461.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-11-660x297.png 660w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>5<\/strong>. In the Source Opportunity record below the <strong>Cloned Project <\/strong>field has reference of the newly created Project record.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-18551\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12.png\" alt=\"\" width=\"1337\" height=\"579\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12.png 1337w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12-300x130.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12-768x333.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12-1024x443.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/05\/1-12-660x286.png 660w\" sizes=\"(max-width: 1337px) 100vw, 1337px\" \/><\/p>\n<blockquote><p><strong>Note:<\/strong><\/p><\/blockquote>\n<ul>\n<li>\n<blockquote><p>The source and target entity fields can be OOB or custom.<\/p><\/blockquote>\n<\/li>\n<li>\n<blockquote><p>The source and target entity fields are optional. Users can select both or any of them as per their needs.<\/p><\/blockquote>\n<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Isn\u2019t it an exciting and easy way to clone your records and still have reference of the parent records. This is not all, you can also update Cloned record using <a href=\"https:\/\/www.inogic.com\/blog\/click2clone-infocentre\/creating-click2clone-workflow\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workflows<\/a>.<\/p>\n<p style=\"text-align: justify;\">In case you missed it, download the solution from <a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.d59d49e1-e228-4243-8155-9b937290bcf5?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">AppSource<\/a> for a free trial of 15 days!<\/p>\n<p>For demo, suggestion or any query mail at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a><\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/click2clone-infocentre\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone InfoCentre homepage<\/a>.<\/p>\n<p><em>Happy Cloning!<\/em><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our of our previous blogs we covered how to clone records from one Entity to another Entity along with the relationships. This functionality can be enhanced if we have reference between Source Entity and Target Entity so that both can identify each other. For this we have yet another potent feature called Set References.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/set-references-for-source-record-and-cloned-record\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"footnotes":""},"class_list":["post-14612","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14612","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=14612"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/14612\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=14612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}