Hi
Is the Copy Functionality on a Lead Standard - how can I make it available/unavailable
Hi
Is the Copy Functionality on a Lead Standard - how can I make it available/unavailable
Hi Olivia Forde ,
The code for the 'Copy' option found in the record view action menu can be found ./custom/modules/Leads/clients/base/views/record/record.php. In the 'buttons' array, you should see code like the following:
10 =>
array (
'type' => 'rowaction',
'event' => 'button:duplicate_button:click',
'name' => 'duplicate_button',
'label' => 'LBL_DUPLICATE_BUTTON_LABEL',
'acl_module' => 'Leads',
'acl_action' => 'create',
),
If you want to remove the copy option, then take out that array. If you want to alter the copy behavior (e.g. only copying some fields), then I recommend removing that option and creating a custom action button that uses the 'Copy field values from parent' to selectively choose which fields you want to copy to the new record.
Chris
Hi Olivia Forde ,
The code for the 'Copy' option found in the record view action menu can be found ./custom/modules/Leads/clients/base/views/record/record.php. In the 'buttons' array, you should see code like the following:
10 =>
array (
'type' => 'rowaction',
'event' => 'button:duplicate_button:click',
'name' => 'duplicate_button',
'label' => 'LBL_DUPLICATE_BUTTON_LABEL',
'acl_module' => 'Leads',
'acl_action' => 'create',
),
If you want to remove the copy option, then take out that array. If you want to alter the copy behavior (e.g. only copying some fields), then I recommend removing that option and creating a custom action button that uses the 'Copy field values from parent' to selectively choose which fields you want to copy to the new record.
Chris