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Question

Can you configure the Copy Master/Detail Records button?

How much flexibility do you have with the Copy Master/Detail Records button? I would like to be able to configure a couple things: 
  • Exclude fields from being copied
  • Edit the values in certain copied fields
Is this possible? I suppose I might be able to make a custom copy button using the API, but if possible this would be a much better option. 
Thanks, Alex

    All fields are copied.  No choice.  And unless you are some kind of javascript brainiac, there is no way to replicate what it does in terms of copying children and grandchildren.

    So, what I do is to call the COPY button Step 1 of 2.   I then key off the copy of field to detect that this is a copy and contrive the form to force the user to click a 2nd URL formula button which clears fields (including the "Copy of" indicator field and any other edits required.
    In order to set up a copy master detail you need to select a text data field.  So for example it would be the field like Project Name.  So of the Project Name was called

    "Figure out how to do a custom Copy Master detail"  (no doubt with child task records like RTFM, post to community forum, guess etc, then the clopied Project would be called

    "Copy of Figure out how to do a custom Copy Master detail".

    so I have a formula field like

    Begins([Project name], "Copy Of") and if that is true, I know that the record was just copied.

    As a part of the URL # 2 button I remove the leftmost 8 characters of the Project name to get rid of "Copy Of
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