Hello, we are using CRM Online version 9.1
Is there any way we can create a duplicate record of Invoice using a button or a workflow?
We have a requirement where we need to create a duplicate invoice for multiple years.
Example: There is an invoice with InvoiceID - XYZ and Year - 2019. When I select the workflow from the specific record, it should create a new record with Year - 2020 and few other updated fields.
I tried doing this using Cobalt but could not achieve the results.
Any help would be appreciated.
Thanx









