When copying a record can I prevent sub-forms and cross reference data being copied?
I have records which are year based (e.g. record for 2021, record for 2022 etc.) to make life easier for users I'd like them to be able to use the 'Copy' function to copy an existing record.
- This works BUT it copies over links to any sub-forms and cross refences which were linked to the original record.
My question is - can I do a 'Copy - without sub-forms and cross reference data?'
What's the best route here?
@NeilDavis, there is no easy way to do this.
You'd either have to have a process where a data feed picks up the records that need to be copied and create new records sans the sub-forms and cross-reference fields.
The other is a custom object that would create the record sans the sub-forms and cross-reference fields.