Duplicate Record has Option to Duplicate Related Records By Relation
T
Tim Wolf
There should be an option when duplicating an entire record to also duplicate what is attached to it and auto-assign it.
Ex. if I have a project template with tasks associated with it that I have created and they will all be repeated, I should be able to duplicate the project and optionally duplicate the tasks and milestones and they be attributed to the new project.
However, there are times when I might duplicate a contract record and want to keep it associated with the same company for example. In this case I would leave the relationship alone so it would stay with the company.
This would be a huge time saver.
Canny AI
Merged in a post:
Re-occuring Projects AND Tasks
K
Katie King
I would love if when you made a project re-occurring, you could also copy over/duplicate the linked records/tasks, rather than just the fields. There are many times we have yearly projects that have lots of little tasks associated with them, so while it's great the project can be set to re-occurring, it would be very helpful if when you did that you had the option to truly copy everything over.