In the past I wrote a few posts about cloning an entity using client side scripting. Most of the posts implemented complex script especially to non developers. I wanted to show you a simple cloning technique that leverages CRM built in features and can also work for CRM online.
The benefits of using this technique are:
1. Gain full control over which attributes are cloned
2. Ability to change which attributes are cloned without adding / changing your code.
3. Usage of a very simple script that does not need to be changed when reused.
4. Ability to easily track the parent record from which the cloned entity originated.
Following is the list of built in CRM features I am going to utilize in the post:
1. Creation of CRM form toolbar button
2. Creation of entity relationship.
3. Creation of mapping between related entities.
4. Adding simple script to the cloned entity onload handler.
So how can we actually make the above features work to our advantage. The main feature that lies in the heart of this technique is the ability to create a self referencing relationship between the an entity to itself and use the mapping wizard to tell CRM which attributes we what to pass from the parent record. Once we have that all that remains is to understand how CRM uses the mapping on the client side much like when you create a child contact record from within an account from.
If you take a close look at the URL that is used by CRM when you create a child related record you’ll notice that the URL uses a specific format that tells CRM what is the parent record id and type. Once you learn how to replicate this behavior you’re half way implementing this solution.
The following script which you’ll eventually need to paste in the entity onload event handler shows how to construct the child record or in our case the cloned record url:
Clone = function()
var cloneUrl = location.pathname + "?";
cloneUrl += "_CreateFromType=" + crmForm.ObjectTypeCode +
cloneUrl += "&_CreateFromId=" + crmForm.ObjectId +
cloneUrl += "&etc=" + crmForm.ObjectTypeCode + "#";
var cloneFeatures = 'toolbars=0,status=1,width=' + document.body.offsetWidth + "height=" + document.body.offsetHeight;
Once we have the script in place we need to add a toolbar button that will fire the actual cloning process.
Following is a sample clone button xml which you should add to your isv.config
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Title LCID="1033" Text="Clone" />
<ToolTip LCID="1033" Text="Clone" />
Next you’ll need to create a self referencing relationship. To do that open the entity customization and select 1:N relationship. Then select create new relationship. Inside the relationship form choose the same entity on both sides of the relationship. You should select not to display the left navigation link. The bellow image encapsulates the process of creating the self referencing relationship.
Once the relationship is saved you’ll see a mapping link on the relationship form. Select the mapping link to open the mapping wizard.
Add as much mapping as required. Before you publish the entity consider the final step.
Finally, if you wish to track the originating record you only need to add the entity lookup (parent test in this case) that was created as a result of the self referencing relationship. You can also set the lookup field as read only so users can’t change it manually.
That’s it! publish your entity and you’re done.