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Kosenurm
Super User
Super User

Clone a Dataverse record from a selected model-driven app row

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.

3 REPLIES 3
ben-thompson
Memorable Member
Memorable Member

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..

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gowrihalan04
Helper V
Helper V

@Kosenurm You can also call a flow from button click (via JS). Pass your record Id and record type and handle everything in flow.

https://powerusers.microsoft.com/t5/Building-Flows/Calling-Flow-from-Custom-Button-in-DYnamics/td-p/... 

rampprakash
Super User
Super User

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

 

 

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA

Follow me on Twitter : @rampprakashd

Blog : https://microsoftcrmtechie.blogspot.com

 

 

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