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Claris Engage 2025 - March 25-26 Austin Texas ×

Clearing data when duplicating a record


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Posted

hello! Not really sure where to post my question but it currently uses a value list so i figured let me start here. When writing orders we require that the salesperson choose either New or Repeat to let production know if the order is New or Repeat. It is a drop down with value of New or Repeat. One of those has to be chosen, but what is happening is when the sales person duplicates a similar order to speed up the process of generating a New order they are leaving the field as it was on the duplicated order which 9 times out of 10 says Repeat. So i constantly have orders sent through to production showing it as being repeat but actually is New. Just lazy sales staff. Is there a way I can make it to where that drop down will not duplicate the last selection and require and value in the list to be chosen or should I be doing about it differently? I want that field to be empty when duplicating records but also require the person to enter required data. Thanks for any help.

Posted

Write a Duplicate Record script that clears the field. However, what is the OrderID of a duplicated order? Hopefully, not the same as the original.

  • Newbies
Posted

Write a Duplicate Record script that clears the field. However, what is the OrderID of a duplicated order? Hopefully, not the same as the original.

No the order ID changes. I've never written any scripts can you point me in the right direction on where to begin?

This topic is 4440 days old. Please don't post here. Open a new topic instead.

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