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Re: Clone a record

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Viades-H
4 - Data Explorer
4 - Data Explorer

Hello,

I am pulling out the few hairs I have left over a problem that I am about to solve, but I can’t find the sticking point. To summarize:

I have a record in a COMMANDE table, linked to multiple records in a LIGNE_COMMANDE table. (The classic case of an order header with its order lines).

I want to be able to “Clone” via automation (when a record enters a specific view, for example) both the information contained in the COMMANDE table and the content of the linked records in the LIGNE_COMMANDE table.

When I say clone, I mean creating a new COMMANDE record (almost identical, as it will have a new order number assigned) and creating new linked LIGNE_COMMANDE records (identical but linked to this newly created COMMANDE record).

6 Replies 6

Hmm, could you provide screenshots of the tables and relevant fields, as well as an example of the input data and output data?  Would love to help but could use more details!

Ideally if you could create a base with some example data in it that would be make it super easy to help you!

Viades-H
4 - Data Explorer
4 - Data Explorer

Bonjour,

Voici l'enregistrement à cloner (Création d'un nouvel enregistrement à l'identique) :
Capture d’écran 2024-10-24 à 13.06.32.png

Et voici les lignes de commandes (L_Ligne_Cde) à cloner également à l'identique et à relier au nouvel enregistrement créé précédemment :

Capture d’écran 2024-10-24 à 13.07.21.png

Merci beaucoup !

 

Hmm perhaps try setting up your automation like this:
Screenshot 2024-10-24 at 10.36.59 PM.png

So it'll create the COMMANDE record, then will create one record for each of the linked LIGNE_COMMANDE records.  It also populates those LIGNE_COMMANDE records by grabbing their data via Find Record action

Screen Recording 2024-10-24 at 10.36.24 PM.gif

Link to base

Merci pour votre retour.
Je vais pouvoir avancer néanmoins j'ai cette erreur : 

Creating the record failed due to insufficient permissions.

 

Pourrais-je avoir un accès complet à votre solution ? (Je n'ai qu'un accès en lecture seule)