Should we not to carry-over a status field value when duplicating a record?

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  • yuri
    Member
    • Mar 2014
    • 8453
    #1

    Should we not to carry-over a status field value when duplicating a record?

    Should we not to carry-over a status field value when duplicating a record? But leave it default.

    Use case. When we duplicate a completed Meeting, in most cases we wouldn't need the status to be 'Completed'. Should we have such a logic for all entity types?
    8
    Set the status to default
    75.00%
    6
    Carry-over the status from a duplicated record
    25.00%
    2

    The poll is expired.

    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
    Tags: None
    • item
      Active Community Member
      • Mar 2017
      • 1476
      #2
      Hi,
      i have vote "Set the status to default"...
      I see other vote "Carry-over the status from a duplicated record" but if explain why, we can understand

      So maybe :
      "duplicate" or "clone"

      And what about "duplicate checker" ? Clone can bypass duplicate checker ?

      Brainstorming

      Yuri, very nice idea this post


      EDIT : https://forum.espocrm.com/forum/deve...3-clone-entity
      Last edited by item; 11-02-2023, 08:20 PM. Reason: edit : in the past i have asked this i think
      If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

        Comment

        • yuri
          Member
          • Mar 2014
          • 8453
          #3
          Duplicate checking is applied for duplicates I believe, supposed to.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • bradaks
              Active Community Member
              • Aug 2017
              • 251
              #4
              We have clients that duplicate a custom entity for ease of creation. Status for us should always be set back to default as it is a new record that requires a new workflow to be complete.

                Comment

                • yuri
                  Member
                  • Mar 2014
                  • 8453
                  #5
                  Implemented https://github.com/espocrm/espocrm/issues/2885
                  If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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