Method Community

 

copying things from screens

Last post 01-06-2016 10:50 AM by Method_Audisho. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 01-05-2016 11:14 AM

    • Sixtel
    • Top 200 Contributor
    • Joined on 12-18-2015
    • charleston
    • Posts 27

    copying things from screens

    Hello!

    I have done a fair amount of custimization to my new customer screen (also to my edit screen). I would like to duplicate a lot of what i did in my new and edit lead screens. 

    Is there a "best" way to do this? It's hard for my to do without being able to open both screens side by side at the least, although if there was some sort of direct copy over of elements that would be super helpful as well. 

    Thanks! 

  • 01-06-2016 10:50 AM In reply to

    Re: copying things from screens

    Answer

    Hi Sixtel,

    Much of this will need to be done manually however, you can copy action sets from your other screens using the Show All Accessible Controls In Account option.

    Show All Accessible Controls In Account

    You'll want to be very careful when using this for different record types, as this could lead to logic / data validation issues.

    I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
Page 1 of 1 (2 items)