Copy Related Objects Apps

Hi guys,

 

Can you please help me with the right configuration in order to use Copy Related Objects App properly.

 

We installed the application in our environment and I am working in a package which inherit the Copy Related Object package:

 

 

I have configured the following Objects and Lookup: Object UsrGroup, Object UsrPolicy and lookup in UsrGroup to UsrPolicy, name of Lookup UsrGroupPolicyLookup:

 

 

I have configured a Detail of the UsrGroup on the UsrPolicy object. Name of the Detail: UsrApplicationGroupCover.

 

 

When I copy the Policy record, I expect that all the Groups which are related to that Policy, will be copied as well.

 

I tried with several different configurations of the Copy Related Objects, but none of them has worked:

 

 

What exactly names should I put in Object name, Related column name, Related object name. What about Copy Related Details Object Detail? What is used for?

 

Please, advice accordingly!

 

Thanks in advance,

Zornitza Kosseva

 

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1 comments

 

Hi Zornitza!



Use the following right column configuration in this case:

Object name: UsrPolicy

Related column name: UsrGroupPolicyLookup (The name of the lookup in UsrGroup )

Related object name: UsrGroup

 

Also note that the add-on only supports Microsoft SQL.

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