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Rlimbrs
Frequent Visitor

Create a copy of an item in Model Drivel APP

Hello all, 

 

Sorry for so basic question, but how can I perform a copy and past of an item already registered in model driven app to create a 'clone item' ?

So the user need to change only one or two fields in the FORM and others keep the same.

 

Thank You!model driven clone item.jpg

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Rlimbrs ,

Other alternative to copy records are:

  1. Power Apps Excel add-in which works quite nicely: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/data-platform-excel-addin 
  2. Record cloner from XrmToolbox: https://www.xrmtoolbox.com/plugins/SimpleRecordCloner/ 
  3. 3rd party add-ins like Click2Clone: https://www.inogic.com/product/productivity-pack/click-2-clone-microsoft-dynamics-crm-records
  4. Workflow tools which has a bunch of useful utilities such as clone records. The only thing is it's using classic workflows: https://github.com/demianrasko/Dynamics-365-Workflow-Tools#readme

Feel free to submit that idea at: https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas 

Hope this helps!

View solution in original post

4 REPLIES 4
ChrisPiasecki
Super User
Super User

Hi @Rlimbrs ,

There is no such function available directly on the user interface. 

What you can do is:

  1. Export the record(s) to Excel.
  2. Unhide columns A,B,C and delete them.
  3. Save the file then import it back. 

Step #2 is important, if you don't delete the columns, importing the record back in would do an update of the existing record.

 

---

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Hi @Rlimbrs ,

Other alternative to copy records are:

  1. Power Apps Excel add-in which works quite nicely: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/data-platform-excel-addin 
  2. Record cloner from XrmToolbox: https://www.xrmtoolbox.com/plugins/SimpleRecordCloner/ 
  3. 3rd party add-ins like Click2Clone: https://www.inogic.com/product/productivity-pack/click-2-clone-microsoft-dynamics-crm-records
  4. Workflow tools which has a bunch of useful utilities such as clone records. The only thing is it's using classic workflows: https://github.com/demianrasko/Dynamics-365-Workflow-Tools#readme

Feel free to submit that idea at: https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas 

Hope this helps!

View solution in original post

summitb
Super User
Super User

I have impalement this using Canvas App. Will it work for you if we do it using Canvas App?

HSheild
Super User
Super User

@Rlimbrs 

 

You could also use Power Automate and the “When a record is selected” trigger to create a Flow to clone a record. 

https://docs.microsoft.com/en-us/power-automate/connection-cds

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