How do you handle Record Renewal without COPY?
How to configure a record renewal without performing a COPY. We have an application that we want to reuse the same record when a renewal is required (record expired, attestation needed, etc.). I currently used a field "New or Updated" to trigger clearing of the approval fields, etc. which worked GREAT... until another renewal was needed. These records can live on for a many years, and require review to ensure they are still valid.
It is an Application and I have a data feed that captures the approval history into a subform record.
How do you handle this situation? I don't want to have to COPY the record every year.
We are using a second application with a combination of custom object and data feeds to update the new renewal. Each can be manually updated as needed for changed conditions/circumstances. Subsequent renewals if needed pull in whatever the current data is when created.