Discussions
Projects - Make a Copy for Child and Sub-Child records
Hi everyone,
There is a requirement I'm trying to solve, but without success.
The situation is:
1. The projects need to be copied using the Make a Copy option, as the company works on many, almost identical projects. This way we are simulating a project template and copying it each time there's a new project.
2. There are custom records attached to the project template, and those also get copied nicely. The problem is that there is another custom record linked to that custom record (second level child of the project/template). And this sub-child doesn't get copied.
Please help with some suggestions. How can I make it copy all the data from the project/template and attached records to the new project?