In App Settings -> App Management, there's an option to create a button to add to forms to "Copy Parent & Child Records." However, the buttons created by this process are powered by Javascript, which I was under the impression was no longer really supported. Is there another option for recursively copying a parent record and any related child records (and child of child records)? Or can this button generator still be trusted despite the JS?
Question
Replacement for "Copy Parent & Child Records" Button Creator?
+1
+11Yes, the buttons still work. In fact, you don't have to use the generator. You could copy and paste the Javascript into a formula URL field yourself and it will work. It seems to be whitelisted. Hope they don't change that.
Maybe another way to do it could be through the API and a formula button, but that would be a hassle if you can just do the above.
+24Yes, the native button is definitely whitelisted for the indefinite future so you can trust it. It also has the advantage of the user interface that it makes it easy to land the user on the newly created Parent record.
There is an API method, but it's a little more awkward to use because you don't have an easy way to land the user on the record. What I tend to do in those situations is to create a report filtered by records created by the current user in the last minute and then land the user on that report which will just have one record on it.
+15My preferred method is do this with a Pipeline. It provides for finer control over the process. I also document somethings in the process for future reference.
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