I'm using the excellent 'copy parent and child'.
At the moment, I have to have a two step process, where following the copy, the user has to click an API button on the new record to finish the process by resetting various 'status' type field back to nulls.
The problem is that my users keep forgetting to click the button to complete the second step, and despite my best efforts to make it idiot proof using form rules to hide everything other than the API button until it's been clicked - they are still getting through!
How can I tag the API call onto the end of the copy parent and child process?
I'm sure it must be possible, but it's kind of beyond my coding ability.
Thanks in advance.
You'd have to do something like if there's a checkbox checked then the iol will automatically wipe the fields. Maybe have the checkbox check once it copies or something.
To do this, we had to create a Code Page which would run the CopyParentChildren and then after that was completed; would go back and modify the record and empty out fields as specified.
If you cannot find a native free solution, feel free to reach out to me.
Alternatively; add a button which does an API Edit Record to empty out the fields you need emptied after the new record gets created. You would need to train your users to click it though.
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