Hi All,
What is the best approach to copy/duplicate a record in the same object before editing the record. The situation is, I have to take a copy of the record (version the record) before I change it.
Thanks in Advance,
Ithrees
You can use "Clone" UI option. You can also use Conversion Map (in Action or Trigger) to convert record into it's clone.
If you are on the view page of the record, you can use the More Options > Clone to be able to duplicate the record. Once there, you can update values manually.
If you have more complicated processing to do on the record, I would suggest using workflow to get a button on your page that is tied to using a conversion map. This would allow you a bit more flexibility in what you want to be a perfect copy of the original record versus an updated field. I assume if you are using a version, you would have an incremental number to the record. The conversion map would let you do this without having to remember to manually change the value through the cloning process.
I hope this helps.
You can use "Clone" UI option. You can also use Conversion Map (in Action or Trigger) to convert record into it's clone.