This feature can save time and steps required when multiple Opportunities need to be created. This allows the ability to create a duplicate new Opportunity item based on an existing Opportunity. The details of the new Opportunity can then be modified as needed.
Although this feature was created for initially for Opportunity items, it can be used with other lists.
How it Works
- From the Action Bar on the Opportunity Display Page, simply click the “Duplicate this Opp” button.
- A confirmation window will be presented with the options “Yes, create duplicate” and “No, cancel this”:
- If Yes is selected, the Duplication Result confirmation window will appear. Click the “Click here to view” link to open the Opportunity item to continue editing, or “Close” to quit.
- An exact duplicate of the original Opportunity Item has been created:
Configuring
Add the option to the Action Bar of the Display Page. Edit the applicable Advanced Flex Setting (in this case OpportunitiesActionBarItems) to include the following line:
[Display Text]|embedded|duplicateitem
Example:
Duplicate[br]this Opp|embedded|duplicateitem
The word “embedded” tells Flex which icon to use on the Action Bar.
Click “Reset Application Cache” for the changes to take effect.