Clone and Update Invoices with Dynamics CRM Snapshot Video Transcription

Hello and welcome, today I’m going to be showing you several features of the latest release of CRM Snapshot. In this example: clone, deep clone, configurable clone, and how to utilize output parameters from a workflow to make updates to cloned records.

Let’s get started

In this example I have an invoice or a list of invoices that I want to duplicate and update for the current year so I can bill my customers

Here is my invoice for last year: 2014 Annual park membership fee. I want to create a workflow that I can run against this invoice to copy it and all the product details associated with the invoice.

Jump to Settings>Processes>New — Give it a name>Set as a Workflow>Choose invoice

Make this an on demand process and since I’ve already installed Snapshot 3D I can go down here to add a step and I’ll see the Cobalt snapshot section and I will pick configurable clone.

Now select “Set Properties”

Now under the saved instructions this is where I will configure the cloning and the particular relationships that I want to clone. Look up more, create a new one.

So in this case I’m going to copy the invoice and the products and in order to do that I’ll select the invoice from the dropdown as the primary entity to clone and then select the invoice products under the invoice. This will create instructions for snapshot to copy the invoice and also copy the products that are tied to the invoice.

For this example I’m going to exclude the name on the product from being copied, because in a subsequent step I’m going to set the name. So I don’t want to copy that. Then save and close and then select that as my instructions, save and close.

The next step is to update the invoice after it has been created. In order to do that I’m going to start a child workflow. Update the clone invoice and what you’ll see is that after you’ve added the clone step for snapshot you’re given two new entities created by that step. “Backup Snapshot” which is created on the original invoice and “Clone Snapshot” that was created on the new invoice (which was a clone of the original).

Select the “Clone Snapshot” – That’s the entity I want to run this new child workflow on.

From there I want to run this on snapshot records. Set this to be a child process (organizationally owned) and now I’m going to update the record, in order to get to the invoice I need to go to the regarding invoice.

Update for 2015, set the properties, change the Product Name to reference 2015 (the updated year). Save and Close and that’s it. Now I’ll activate this and close it.

This is the one I just created, and I’ll go ahead and activate this and we’re all set.

Now if I jump back over here to my invoice, i’ll go ahead and run the workflow, use the workflow I just created I’ll add that and give that a second to spin up.

And there it is, so I’ve effectively created a copy of my 2014 invoice. As you can see, it has all the products associated with it. I went ahead and updated the name for 2015 and it’s good to go. Obviously this is just a sample of what can be done.

There are a lot of possibilities with the output parameters, so if you have any questions or you want to get some more info on the latest release, head over to our blog, follow us on twitter, or leave us a message and let us know what you think. Thanks a lot.

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