How to clone records and set cloning behavior for related records

Initiate and set cloning behavior as follows:

  • When viewing a record, clone it by selecting Clone from the action menu:

    Cloning a Record

  • To edit the cloning setting on a relationship:
    1. Navigate to the parent object definition's Relationships section.
    2. In the Cloning Control section, select the cloning behavior for each side of the relationship:

      Cloning Control