"Copy" existing opportunity to New opportunity & required fields need to be reset/make blank

[pavanvenkata]

Hi All,

We have requirement to "Copy" an opportunity, once we copy an existing opportunity to New Opportunity, We also need to reset few custom and standard fields. Can you please help us in achieving this requirement.

For example :

There is an Existing opportunity say "TestTW", now we need to copy this "TestTW" to create a new opportunity. And new opportunity contains few standard fields and custom fields data which are copied. But, we need to reset few of the fields. Please also find the screenshots below:

Existing Opportunity name "TestTW" contains data and i click on 'copy' from 'Actions'

Now, i copy this opportunity with name "TestTW-Copy".

Here, the highlighted like "Document Type", "Forecast Category", "Expected Booking Date", "Contract Valid From", "Contract Valid To" fields need to reset/make blank.

Can you please help us how do we achieve this requirement ?

Thanks,

Pavan

[danielvidal_04]

Hi Pavan,

You are going to need PDI developments to achieve this. You can try to implement a code in Opportunity AfterModify event and try to find a way to do this reset only when Copy action is triggered.