Replicating (cloning) property from parent object (custom: Contracts) to child object (Deal)

SOLVE
niculeica
Member

Hi, there,

 

Does anyone have any suggestion on how to automatically copy/clone/replicate (we're talking identical here) the value of a property from the parent object, Contract (which is a Custom Object) to the child object(s), Deals?

 

Concisely, I'd like to automatically copy Region value from the Contract to all associated Deals (of the contract) into the same property field. My hunch is workflow is the answer, however looks a bit not so intuitive, in this regard.

 

Much appreciate any thoughts!

0 Upvotes
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @niculeica,

 

This can indeed be accomplished with a workflow. The important thing to note is that you can only copy from, not to, in a workflow. In other words, you can not create a deal-based workflow that copies information from another object. You need to create your contract-based workflow to copy to a deal.

 

In my case, the custom object is called "Agency" and I've only set up the relation to the contact object but you'll get the idea: In the enrollment criteria, check whether the value of the original property is known, then select the "Copy property value" action and copy the value into a target property.

 

karstenkoehler_0-1623816938101.png

 

If you want this copy action to trigger whenever the original value is changed, make sure to toggle re-enrollment. (tab under enrollment triggers)

 

Hope this helps!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer

Hi @niculeica,

 

This can indeed be accomplished with a workflow. The important thing to note is that you can only copy from, not to, in a workflow. In other words, you can not create a deal-based workflow that copies information from another object. You need to create your contract-based workflow to copy to a deal.

 

In my case, the custom object is called "Agency" and I've only set up the relation to the contact object but you'll get the idea: In the enrollment criteria, check whether the value of the original property is known, then select the "Copy property value" action and copy the value into a target property.

 

karstenkoehler_0-1623816938101.png

 

If you want this copy action to trigger whenever the original value is changed, make sure to toggle re-enrollment. (tab under enrollment triggers)

 

Hope this helps!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

niculeica
Member

Thank you, @karstenkoehler!

 

Worked like a charm. Have a great day ahead!