Copy master & detail records (which includes a default value)

Question

I have set up a scenario where I have a master "Project" record with multiple "Task" records as children. We are using the "Copy master & detail records" button to create a copy of both parent and children records:

"javascript:void(copyMasterDetailButtonHandler('&relfids=114&recurse=false&copyFid=6&destrid=0&sourcerid=" & [Record ID#] & "', 'btcc8tmst'))"

In the Task/child record, there is a required user field called "Requested by" in which the person who creates the record becomes the default value. However, when using the Copy button to create new task records, this field remains blank. Noting that this field in blank in the original task records being copied.

Why doesn't this field get updated with name of the user who creates the tasks via the button?

markshnier__you · Answer

My understanding is that the Copy MasterDetail functionality was written 20+ years ago and is unlikely to be ever changed. So it works how it works.

My suggestion is to set up a Pipeline to trigger on record created and where that user field us blank, and have it edit the record to change that field to be the value in Record Owner.

donlarson · Answer

I concur with Mark.&nbsp; &nbsp;A Pipeline gives you more control so you can specify exactly which fields to copy to the new record.

jennifercarter · Answer

Thanks all, I wanted to confirm that this was a limitation of the feature and not something I was doing incorrectly. I will look into the Pipeline suggested.

markshnier__you · Answer

I guess it is a limitation of the feature, but it is also possible that the design intent 20+ years ago was to duplicate the records exactly, so that's what it did, because you said that field was blank in the template. &nbsp;

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Copy master & detail records (which includes a default value)