Copy and Object in custom action

It would be very valuable to be able to COPY an object through a custom action.

I can think of dozens of ways I would use it.

Mark Calveric

Mcalveric April 28, 2014 15:29 Answered

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Thanks for the feature request Mark. I have submitted it to our Product Team.

Josh Santos April 28, 2014 23:34 0 votes

Oops, I spoke to soon. You can already do this today. In your custom action, when you select to create a new object use the following settings:

Run On: CurrentObject

NewObject1 = New Project

Template / Source Object (Optional) = currentobject()

That will let you make a copy of an existing project that you select.

Josh Santos April 29, 2014 02:11 0 votes

Hi Josh, is it possible to do the same but with Tasks?

Chloe Fitzsimmons July 01, 2015 08:52 0 votes

Yes, this should work with Tasks as well.

Josh Santos July 01, 2015 20:02 0 votes