Plugin Mode

Field initialization upon reuse

Summary

When you start editing a new record by reusing an existing one, clear the values of specified fields. This does not reset fields to their default values; it simply empties them.

Smartphone support

This plugin supports smartphones.

How to use

Select the fields that should not be carried over when reusing a record. Their values are cleared in the new record while the original record stays unchanged.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you reuse an existing record to create a new one

Parameters

Enter or select a value for each setting unless it is marked optional.

Fields to Clear

Please select the fields you want to clear when you start editing a new record for reuse. You can select more than one field.

The following field types cannot be selected.

  • Calculated
  • Attachment
  • Record number
  • Record ID
  • Revision
  • Created by
  • Created datetime
  • Updated by
  • Updated datetime
  • Status
  • Assignee
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions