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Can I exclude certain fields from the 'Copy Transaction' process?

edited Jan 7, 2020 6:20PM in Ask A Guru 2 comments

I have a number of custom fields, both at line level and transaction level.

Is there any way to flag these fields so they are not copied when a user uses the Copy Transaction process?

Or can I create a workflow that will only trigger as part of the 'copy' process to remove them?

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