Module and Field Clone for Zoho CRM

Module and Field Clone for Zoho CRM

Overview

The Module and Field Clone extension enables users to clone entire modules along with their fields, workflow rules, validation rules, and assignment rules from a source module to a new or existing target module. Users can also clone specific fields from a source module to a target module quickly.

Key Features

  1. Clone an entire module or specific fields from a source module to a target module, with full control over which fields are included.
  2. Clone Workflow Rules, Validation Rules, and Assignment Rules from the source module to the target module.
  3. Customize field labels, permissions and choose to include System fields, Custom fields, or All fields.
  4. Multi-language support - English and Japanese (日本語).

How to Clone a Module

Screen 1 – Module

  1. Choose the source module you want to clone.
  2. Modify permissions based on your requirements. Any modifications will be reflected in the new module, not the source module.
  3. Select Module Clone. Enter a name for the new module (singular and plural labels).

Screen 2 – Fields

  1. Choose which fields to include: All Fields, System Fields only, or Custom Fields only.
  2. All qualifying fields will be displayed.
  3. Modify the primary field type if needed.
  4. Modify field labels if needed.
  5. Change Properties for Auto Number and Lookup fields as needed.
  6. Select the necessary fields using the checkboxes ☑.

       Include Options

    1. Workflow Rules: Check this option to clone workflow rules from the source module. You can select individual rules to clone.
    2. Validation Rules: Check this option to clone validation rules from the source module. You can select individual rules to clone.
    3. Assignment Rules: Check this option to clone assignment rules from the source module. You can select individual rules to clone.



  7. Click the Clone Module button. This will create the new module, insert the selected fields, and clone the selected workflow rules, validation rules, and assignment rules.

How to Clone Fields

Screen 1 – Module

  1. Choose the source module from which you want to clone fields.
  2. Modify permissions as required. Any modifications will be reflected in the target module, not in the source module.
  3. Choose the target module to which you want to clone fields.

Screen 2 – Fields

  1. Choose which fields to include: All Fields, System Fields only, or Custom Fields only.
  2. All qualifying fields will be displayed. The primary field is shown for information only and cannot be edited.
  3. Modify field labels as needed
  4. Change Properties for Auto Number and Lookup fields as needed.
  5. Select the necessary fields using the checkboxes ☑.
  6. Click the Clone Fields button. This will create new fields in the target module.

Results

      After successfully cloning a module and/or fields, you will see the Results section, which contains:

Module Details (Module Clone only)

  1. Status and message for the module creation

Fields

  1. Number of fields successfully created
  2. Names of successfully created fields
  3. Number of fields that failed, with names and failure reasons

Workflow Rules

  1. Number of workflow rules successfully cloned
  2. Names of successfully cloned workflow rules
  3. Number of rules that failed, with failure reasons

Validation Rules

  1. Number of validation rules successfully cloned
  2. Number of rules skipped (e.g., when a dependent field is not available in the target module), with details

Assignment Rules

  1. Number of assignment rules successfully cloned 
  2. Number of rules that failed, with failure reasons

Limitations

  1. Fields are cloned only to the standard (default) layout of the target module.
  2. Formula fields and subforms are not supported.
  3. Validation rules referencing a field not available in the target module will be skipped and reported.
  4. Workflow rules with Task actions will have placeholder tasks created; task details must be reviewed after cloning.
  5. Assignment rule entries referencing a field not present in the target module will be skipped gracefully.