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Create standard BO from Script [Clone existing opportunities]

Hello pros,

I have a specific business requirement that I'm not able to implement.

Purpose of the requirement :

ConsiderI have already in base hundreds of opportunities. I would like to create a button that fire a copy of all existing opportunities, or all existing filtered to the previous month.

Things I tried to do :

I created a "dumb/useless" Custom Object with a text field "dummy", created screens using "Screen scenario with thing based navigation" option then I created a BeforeSave script that will fetch for all Opportunities and will recreate them (basically : Opportunity.CreateWithRef(opportunity)).Problem here is not really the code part, but the fact that my script is never called. Tried also other proposed scripts :

They were not firing too.

To ensure that my code was not bugged, I tried a this.dummy = "blablabla" that should replace whats the user typed in the QC. Not working.

Giving up the previous solution, I had a look on the opportunity.owl, and as we cannot modify native screens, I tried to reproduce the following Copy Handler on my custom BO :

The problem here is that you are not allowed to fire Outports in a different namespace of the custom object. You are not allowed to add field from BO located in a different namespace too.

Please, tell me if I'm wrong or if I'm doing something wrong.

Any suggestions, advices, or workarounds would be really appreciated.

Thanks a lot.

Regards,

Michael

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1 Answer

  • Posted on Aug 22, 2016 at 03:58 AM

    Hi,

    You could try any of these:
    1. Create XBO on opportunity and on BeforeSave copy the opportunity

    2. Create Custom BO with Action and in Action query opportunity and create copy

    3. If this activity of copying needs to be done routinely, then you could create MDRO

    Thanks, Pradeep.

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