Application Clone Configuration

  • Updated

Application clone configuration

What is an application clone configuration?

To configure the cloning of a Loan or a Lease application, Q2 Origination provides you the Application Clone Configuration

Application Clone Configuration helps the system decide, based on the configured conditions, the related details such as the records of an object related to the application that must be copied too to the new application when an application is cloned.

For example, while cloning an application, you can specify the Party object to copy the related Party records to the new application. You can create many such configurations and also specify the order in which the system must use these configurations while cloning.

If an object is present in the configuration, all the associated records of that object are copied over unless a filter criteria is specified.

Thus, by creating such a configuration, you are actually configuring a query that helps you to choose the object from which you want the records to be copied when an application is cloned.

By default, a list of 14 Application Clone Configurations come preconfigured in the system when you upgrade to or install the Spring'23 release. If you need to change those, you can, and if you need to add more, you can do that too.

The following image displays a list of 14 Application Clone Configurations that are preconfigured in your system:

Note:

For more information on cloning applications, see Clone Applications section of the Q2 Origination User Guide.

How do you configure the cloning of applications within your system?

You must first configure the cloning of the application to be able to clone it. The steps to configure are as follows:

  1. Step 1: Specify the status or statuses in which the applications can be cloned.

  2. Step 2: Create a new Application Clone Configuration if required.

    Note:

    A list of 14 Application Clone Configurations are already configured in the system when you upgrade to or install the Spring'23 release.

Step 1: Specify the status or statuses in which the applications can be cloned

You can select the statuses of the application for which the system must be able to clone using the Org Parameters in Custom Settings. By default, the system can clone an application that is in any of the following default statuses: New - In Review, New - Entered, New - Pricing Generated, New - Submitted, New - Scorecard Generated. You can update this list of statuses too.

To specify the status or statuses in which the applications can be cloned, do this:

  1. Go to (Setup) > Quick Find > search for Custom Settings and select it.

  2. From the list of alphabets, select O, search for Org Parameters, and select it.

  3. In the Org Parameters, there is a field named Status to Enable Clone Application where you can enter the required statuses. This field, by default, displays the statuses as follows:

    • New - In Review

    • New - Entered

    • New - Pricing Generated

    • New -Submitted

    • New - Scorecard Generated

      You can add or remove statuses to or from this list respectively.


For example, you can specify the following statuses in the Status to Enable Clone Application field: New - In Review, New - Submitted. When you specify these statuses, you can clone only those Loan or Lease applications that are in these statuses.

Step 2: Create a new Application Clone Configuration if required

Note:

A list of 14 Application Clone Configurations are preconfigured in the system when you upgrade to or install the Spring'23 release. If you need to add more, you can perform the following steps.

  1. Log in to your Salesforce application.

  2. Select the Application Clone Configuration tab, or go to (App Launcher) > Application Clone Configuration.

    Note:

    If you do not find the Application Clone Configuration tab, then follow the steps in Add Application Clone Configuration tab to see it.

  3. Select New.

  4. In the New Application Clone Configuration window, provide the details as explained in the following table, and then select Save:

    You can refer to the image following the table as a sample.

    Note:

    All the following fields are mandatory except the External Id. This means that you must specify the values in all the fields except the External Id. You can choose to enter a value in the External Id or not.

    Field NameDescription and Action
    Sequence Number

    Enter the sequence number of the Application Clone Configuration. For example, 1. This helps the system in configuring in an order as defined by you sequence number.

    Object NameSpecify the Object Name for which you are creating the clone configuration. For example, clcommon__Party__c.
    Where Clause

    Enter the Where Clause of the query that is used to fetch the data. By default, the following value is to be specified in the Where Clause field: genesis__Application__c IN :objectId. Here objectId is the ID from the application to be cloned. You can add more values in this field.

    So, basically, this means that you are asking the system to get the Parties from the old application and copy all these Parties where the application ID of each Party is the same as the application ID of the application to be cloned.

    Application Relationship

    Enter the related object field API name.

    To find this value, you need to go to the object that is specified in the Object Name, then find the relationship of that object with the application that is to be cloned, and specify the API name of the field in that object that is related to the application.

    For example, you can specify the following field API name of the Party object that is the relationship between the Party object and the application: genesis__Application__c.

    Field(s) to Copy

    You can either enter All to fetch all the fields of the object or if you want to clone only specific fields then those can be mentioned in this field.

    For example, enter All or enter the following fields: genesis__Loan_Amount__c, genesis__CL_Product__c, genesis__Term__c.

    Note:

    If the user is not selecting All and entering the specific fields to be cloned, then the OwnerId field must be added.

    External Id

    Enter the unique ID reference that is referenced to an external system. For example, clcommon__Party__c. ( This is an object API name.)

    An external ID is a custom field that has the External ID attribute, which means that it contains unique record identifiers from a system outside of Salesforce.

    The product recommends you to specify the object name in this field.

    ActiveSelect this checkbox if you want to activate this configuration. By default, this checkbox is selected.

    This completes the creation of a new Application Clone Configuration.

    Add Application Clone Configuration tab

    If you do not see the Application Clone Configuration tab in your application, do the following:

    1. Log in to your Salesforce application.

    2. Select (Personalize your nav bar) on the horizontal navigation bar.

      The Edit Q2 Originate App Navigation Items window is displayed, listing the tabs or the Navigation Items available for use.

    3. Select Add More Items.

    4. From the list of Available Items, in the Search all items box, enter Application Clone Configuration and then select it.

    5. Select Add 1 Nav Item if you have added one item.

      This displays the updated list of the Navigation Items.

    6. Select Save.

      The new tab, Application Clone Configuration, gets displayed on the navigation bar as follows:

      Note:

      For more information on cloning applications, see Clone Applications section of the Q2 Origination User Guide.

In This Article