Hi there,
I have a model-driven app where there is a strong business use case to clone existing Dataverse records.
Has anyone successfully done this by the user:
1) Selecting the row from model-driven app grid
2) Clicking a button (flow? a modern command-bar formula???)
3) All the column values for the selected row are copied with the Primary Name value being "Copy of <copied record name>".
Please help
Cheers
K.
Find the right app | Microsoft AppSource has click2clone that does it for you.
Otherwise the easiest way to do it would be to write a custom action that takes the record type and guid (sent when you click the ribbon) that loads the original row and creates a new version by iterating across the columns one by one..
@Kosenurm You can also call a flow from button click (via JS). Pass your record Id and record type and handle everything in flow.
Hi @Kosenurm
As @gowrihalan04 said you can create a button in model driven app and you can call an action from the Button and create a workflow or plugin to proceed the same.
For plugins please find my blog URL : https://microsoftcrmtechie.blogspot.com/2022/04/clone-oobcustom-entities-in-dataverse.html?m=1
Please mark as Answer if it is helpful and provide Kudos
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