Bulk Lead Duplication with New BU and Product
Hi Everyone,
\I have a scenario where I need to select multiple leads from the Leads list page in Creatio. For each of the selected leads, I want to create a new lead — but with a different Business Unit (BU) and Product.
The idea is:
- A user selects several leads from the list.
- Then, the system asks the user to enter the new BU and Product values.
- After the user provides this information, the system should create a new lead for each selected lead, using the new BU and Product values.
The original leads should remain unchanged.
Can you please guide me on how I can implement this use case in Creatio? I would really appreciate your support and suggestions to achieve this functionality.
Thank you,
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Hello,
Unfortunately, Creatio doesn’t support bulk copying of records using standard tools — even within business processes. However, this functionality can be implemented with a custom button on the list page and a business process tied to it.
Here’s the general approach you can use:
1. Create a business process with a sub-process that can handle multiple selected records (leads). Here is the article that might be helpful.
2. In the process, you’ll need to:
- Read the selected leads one by one.
- Use the "Open edit page" or "Pre-configured page" to add/change the required field values.
- Start sub-process, which will perform actions for every lead
3. In the sub-process, you can use:
- Read data element from the passed collection
- Add element, to create a new Lead
4. After your process and sub-process are ready, you’ll need to add a button (Run process) on the list page that starts the process using the selected leads.
Here are a few helpful Creatio resources for building this solution: