How to copy a record to another folder along with the related records

In some cases you might need to make a copy or move records to another folder and at the same time save all related records. Let us look into several cases on how to complete this using NetHunt automations:

Sometimes users use multiple folders so that different company departments can work in NetHunt CRM without interfering with each other. In this case, let's consider two folders:

When our deal in the sales folder reaches the successfully implemented stage, we need to create a new deal in the support folder, but an important condition is to keep the related company and contact records from the initial deal. Let's build a workflow in order to achieve this.

Trigger - field value changes:

Indicate the specific stage change - this will trigger the automation when your deal reaches this stage:

With the next step we need to create a deal in a new folder, so we are gonna use create a new record action:

Select the necessary folder, in our case it is the support folder, and now with the help of macros we'll map the necessary fields:

By using macros we also map the relevant related records fields from the initial deal:

Now, when a sales deal reaches the stage of successful implementation, the automation will create a new deal with related contacts and companies:

Please note: when creating a new record via workflow, we can only cope the information to the fields including related records, but we cannot copy comments, calendar events and call logs to the the timeline of the new record.

In this case, our deal will get to the stage of not being implemented and we need all related contacts and companies to be removed from this record. Let's take a look look at the following example of the workflow.

Trigger - field value changes:

Specify the stage:

With the next step we need to remove the related contacts and companies from the deal record with the update a record action:

Let's select the relevant fields for related contacts and companies and indicate that they must be cleared:

Now, when a deal reaches a specific stage, our automation will clear the related contacts and companies in the record:

Please note that when clearing related contacts and companies, we can only clear the upper related records, we cannot clear the related records from the bottom block of related records.

Important:

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