October 17, 2018 - Salesforce

In this blog, I am going to show how to clone the record using lightning component quick action. The same functionality can be implemented by using even quick actions without having component also. But this component will be used to clone any object single record.

Step 1: Lightning Component

Here is the complete code for the quick action.

Apex Class

public class CloneSingleRecord {
    @AuraEnabled
    public static String cloneAnySobjet(String recordId){
        Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
        String objectAPIName = '';
        String keyPrefix = recordId.substring(0,3);
        for( Schema.SObjectType obj : schemaMap.Values() ){
            String prefix = obj.getDescribe().getKeyPrefix();
            if(prefix == keyPrefix){
                objectAPIName = obj.getDescribe().getName();
                break;
            }
        }
        Set <String> fieldMap = schemaMap.get(objectAPIName).getDescribe().fields.getMap().keySet();
        String soqlQuery = 'SELECT ' ; 
        for (String s :fieldMap ){
            if(schema.getGlobalDescribe().get(objectAPIName).getDescribe().fields.getMap().get(s).getDescribe().isAccessible()){
                soqlQuery +=  + s+',';
            }
        }
        soqlQuery =  soqlQuery.removeEnd(',');
        soqlQuery += ' FROM ' +objectAPIName +' WHERE ID = \'' + recordId +'\'' ;
        System.debug('soqlQuery'+soqlQuery);
        SObject record = Database.query(soqlQuery);
        SObject clondedParentRecordID= record.clone(false, false, false, false);
        try{
            insert clondedParentRecordID ;
            return clondedParentRecordID.id ;
        }catch(Exception e){
            return '' ;
        }
        
    }
}

public class CloneSingleRecord {

@AuraEnabled

public static String cloneAnySobjet(String recordId){

Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();

String objectAPIName = '';

String keyPrefix = recordId.substring(0,3);

for( Schema.SObjectType obj : schemaMap.Values() ){

String prefix = obj.getDescribe().getKeyPrefix();

if(prefix == keyPrefix){

objectAPIName = obj.getDescribe().getName();

break;

}

Set <String> fieldMap = schemaMap.get(objectAPIName).getDescribe().fields.getMap().keySet();

String soqlQuery = 'SELECT ' ;

for (String s :fieldMap ){

if(schema.getGlobalDescribe().get(objectAPIName).getDescribe().fields.getMap().get(s).getDescribe().isAccessible()){

soqlQuery += + s+',';

}

soqlQuery = soqlQuery.removeEnd(',');

soqlQuery += ' FROM ' +objectAPIName +' WHERE ID = \'' + recordId +'\'' ;

System.debug('soqlQuery'+soqlQuery);

SObject record = Database.query(soqlQuery);

SObject clondedParentRecordID= record.clone(false, false, false, false);

try{

insert clondedParentRecordID ;

return clondedParentRecordID.id ;

}catch(Exception e){

return '' ;

}

Lightning Component

<aura:component implements="force:lightningQuickActionWithoutHeader,force:hasRecordId" controller="CloneSingleRecord">
    <aura:attribute name="errorMsg" type="String" />
    <aura:handler name="init" value="{!this}" action="{!c.doInit}" />
    <ui:message aura:id="errorMsg" severity="error" class="slds-hide">
        {!v.errorMsg}
    </ui:message>
    
</aura:component>

<aura:component implements="force:lightningQuickActionWithoutHeader,force:hasRecordId" controller="CloneSingleRecord">

<aura:attribute name="errorMsg" type="String" />

<aura:handler name="init" value="{!this}" action="{!c.doInit}" />

<ui:message aura:id="errorMsg" severity="error" class="slds-hide">

{!v.errorMsg}

</ui:message>

</aura:component>

({
    doInit : function(component, event, helper) {
        var action = component.get("c.cloneAnySobjet");
        action.setParams({"recordId": component.get("v.recordId")});
        action.setCallback(this, function(response) {
            var state = response.getState();
            if(state === "SUCCESS") {
                var sObjectEvent = $A.get("e.force:navigateToSObject");
                sObjectEvent.setParams({
                    "recordId": response.getReturnValue(),
                    "slideDevName": "detail"
                });
                sObjectEvent.fire();
            }else if (state === "ERROR"){
                var errors = response.getError();
                if(errors) {
                    cmp.set("v.errorMsg", errors[0].message);
                    var errorMsg = cmp.find('errorMsg');
                    $A.util.removeClass(errorMsg, 'slds-hide');
                    var field = cmp.find('field');
                    $A.util.addClass(field, 'slds-hide');
                }
            }
        });
        $A.enqueueAction(action);
    },
})

({

doInit : function(component, event, helper) {

var action = component.get("c.cloneAnySobjet");

action.setParams({"recordId": component.get("v.recordId")});

action.setCallback(this, function(response) {

var state = response.getState();

if(state === "SUCCESS") {

var sObjectEvent = $A.get("e.force:navigateToSObject");

sObjectEvent.setParams({

"recordId": response.getReturnValue(),

"slideDevName": "detail"

});

sObjectEvent.fire();

}else if (state === "ERROR"){

var errors = response.getError();

if(errors) {

cmp.set("v.errorMsg", errors[0].message);

var errorMsg = cmp.find('errorMsg');

$A.util.removeClass(errorMsg, 'slds-hide');

var field = cmp.find('field');

$A.util.addClass(field, 'slds-hide');

}

});

$A.enqueueAction(action);

})

Step 2: Create a Quick Action

now create a new quick action as shown below

Step 3: Add the Action to the page layout

Now add the quick action to the page layout Salesforce Mobile and Lightning Experience Actions section. After adding the quick action, you can able to see them on the page layout.

Testing

Now when you click on the Custom clone button it is going to clone the record.

In this blog, I am going to explain a simple quick action lightning component that will clone the records and its related data also. In this example, I am controlling which all objects are allowed to as part of the cloning is through the custom metadata data types.

These are the records for metadata

Apex Class

public class SuperClone {
    private static SuperCloneService service = new SuperCloneService();
    @AuraEnabled
    public static Id doClone(Id parentId) {
        Id clonedId = service.doClone(parentId);
        return clonedId;
    }
}

public class SuperClone {

private static SuperCloneService service = new SuperCloneService();

@AuraEnabled

public static Id doClone(Id parentId) {

Id clonedId = service.doClone(parentId);

return clonedId;

}

public class SuperCloneService {
    public Id doClone(String parentId) {
        Set<String> querySobject = new Set<String>();
        for(Super_Clone_Objects__mdt m : [select Id, DeveloperName, Label, API_Name__c 
                                          from Super_Clone_Objects__mdt  ]){ 
                                              querySobject.add(m.API_Name__c) ;  
                                          }
        Map <String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
        String objectAPIName = '';
        String keyPrefix = parentId.substring(0,3);
        for( Schema.SObjectType obj : schemaMap.Values() ){
            String prefix = obj.getDescribe().getKeyPrefix();
            if(prefix == keyPrefix){
                objectAPIName = obj.getDescribe().getName();
                break;
            }
        }
        Set <String> fieldMap = schemaMap.get(objectAPIName).getDescribe().fields.getMap().keySet();
        List<String> finalFields = new List<String>() ;
        finalFields.addAll(fieldMap);
        
        SObjectType objToken = Schema.getGlobalDescribe().get(objectAPIName); 
        DescribeSObjectResult objDef = objToken.getDescribe();
        Map<String,String> so = new Map<String,String>();
        Map<String,String> so1 = new Map<String,String>();
        
        for (Schema.ChildRelationship cr: objDef.getChildRelationships()) 
        {
            if(cr.getField().getDescribe().isAccessible()&& cr.getField().getDescribe().isCreateable()&&cr.getField().getDescribe().isAccessible() && cr.getRelationshipName()!=null){
                if(querySobject.contains(''+cr.getChildSObject())){
                    so.put(''+cr.getChildSObject()  , ''+cr.getRelationshipName());
                    so1.put(''+cr.getRelationshipName()  , ''+cr.getField());
                }
            }
        } 
        
        List<String> subqueries = prepareSubqueries(so, schemaMap);
        String query =
            'SELECT ' + String.join(finalFields, ',')+
            ','+String.join(subqueries, ',') +
            ' FROM ' +objectAPIName +
            ' WHERE Id = \''+parentId+'\'';
        
        List<Sobject> parentObj = Database.query(query);
        Sobject parentRecordId = parentObj[0];
        
        Sobject clonedRecord = parentRecordId.clone();
        insert clonedRecord;
        List<sObject> childObjects =cloneChildren(parentRecordId, clonedRecord, so  ,so1);
        insert childObjects;
        System.debug('clonedRecord'+clonedRecord.Id);
        return clonedRecord.Id ;
        
    }
    
    private List<sObject> cloneChildren(
        Sobject parent,
        Sobject child,
        Map<String , String> childRelatedListObjects,
        Map<String , String> childRelatedListObjects1
    ){
        
        List<sObject> childObjects = new List<SObject>();
        for (String childObjectDefinition : childRelatedListObjects.values()) {
            List<sObject> parentRecords = parent.getSObjects(childObjectDefinition);
            System.debug('parentRecords'+parentRecords);
            if (parentRecords != null) {
                List<sObject> records = parentRecords.deepClone();
                System.debug('records'+records);
                for (sObject record : records) {
                    record.put(childRelatedListObjects1.get(childObjectDefinition), child.Id);
                }
                childObjects.addAll(records);
            }
        }
        return childObjects;
    }
    
    private List<String> prepareSubqueries(
        Map<String , String> childrelatedListObjects,
        Map <String, Schema.SObjectType> schemaMap
    ){
        List<String> subqueries = new List<String>();
        for(String childObject : childrelatedListObjects.keySet()){
            List<String> childFields = new List<String>();
            Map <String, Schema.SObjectField> fieldMap = schemaMap.get(childObject).getDescribe().fields.getMap();
            System.debug('fieldMap'+fieldMap);
            for(Schema.SObjectField sof : fieldMap.values()){
                DescribeFieldResult dfr = sof.getDescribe();
                if(dfr.isCreateable()){
                    childFields.add(dfr.getName());
                }
            }
            if(!childFields.isEmpty()){
                String query = '(SELECT ' + String.join(childFields, ',') + ' FROM ' + childrelatedListObjects.get(childObject) + ')';
                subqueries.add(query);
            }
            
        }
        return subqueries;
    }
    
}

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public class SuperCloneService {

public Id doClone(String parentId) {

Set<String> querySobject = new Set<String>();

for(Super_Clone_Objects__mdt m : [select Id, DeveloperName, Label, API_Name__c

from Super_Clone_Objects__mdt ]){

querySobject.add(m.API_Name__c) ;

}

Map <String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();

String objectAPIName = '';

String keyPrefix = parentId.substring(0,3);

for( Schema.SObjectType obj : schemaMap.Values() ){

String prefix = obj.getDescribe().getKeyPrefix();

if(prefix == keyPrefix){

objectAPIName = obj.getDescribe().getName();

break;

}

Set <String> fieldMap = schemaMap.get(objectAPIName).getDescribe().fields.getMap().keySet();

List<String> finalFields = new List<String>() ;

finalFields.addAll(fieldMap);

SObjectType objToken = Schema.getGlobalDescribe().get(objectAPIName);

DescribeSObjectResult objDef = objToken.getDescribe();

Map<String,String> so = new Map<String,String>();

Map<String,String> so1 = new Map<String,String>();

for (Schema.ChildRelationship cr: objDef.getChildRelationships())

{

if(cr.getField().getDescribe().isAccessible()&& cr.getField().getDescribe().isCreateable()&&cr.getField().getDescribe().isAccessible() && cr.getRelationshipName()!=null){

if(querySobject.contains(''+cr.getChildSObject())){

so.put(''+cr.getChildSObject() , ''+cr.getRelationshipName());

so1.put(''+cr.getRelationshipName() , ''+cr.getField());

}

List<String> subqueries = prepareSubqueries(so, schemaMap);

String query =

'SELECT ' + String.join(finalFields, ',')+

','+String.join(subqueries, ',') +

' FROM ' +objectAPIName +

' WHERE Id = \''+parentId+'\'';

List<Sobject> parentObj = Database.query(query);

Sobject parentRecordId = parentObj[0];

Sobject clonedRecord = parentRecordId.clone();

insert clonedRecord;

List<sObject> childObjects =cloneChildren(parentRecordId, clonedRecord, so ,so1);

insert childObjects;

System.debug('clonedRecord'+clonedRecord.Id);

return clonedRecord.Id ;

}

private List<sObject> cloneChildren(

Sobject parent,

Sobject child,

Map<String , String> childRelatedListObjects,

Map<String , String> childRelatedListObjects1

){

List<sObject> childObjects = new List<SObject>();

for (String childObjectDefinition : childRelatedListObjects.values()) {

List<sObject> parentRecords = parent.getSObjects(childObjectDefinition);

System.debug('parentRecords'+parentRecords);

if (parentRecords != null) {

List<sObject> records = parentRecords.deepClone();

System.debug('records'+records);

for (sObject record : records) {

record.put(childRelatedListObjects1.get(childObjectDefinition), child.Id);

}

childObjects.addAll(records);

}

return childObjects;

}

private List<String> prepareSubqueries(

Map<String , String> childrelatedListObjects,

Map <String, Schema.SObjectType> schemaMap

){

List<String> subqueries = new List<String>();

for(String childObject : childrelatedListObjects.keySet()){

List<String> childFields = new List<String>();

Map <String, Schema.SObjectField> fieldMap = schemaMap.get(childObject).getDescribe().fields.getMap();

System.debug('fieldMap'+fieldMap);

for(Schema.SObjectField sof : fieldMap.values()){

DescribeFieldResult dfr = sof.getDescribe();

if(dfr.isCreateable()){

childFields.add(dfr.getName());

}

if(!childFields.isEmpty()){

String query = '(SELECT ' + String.join(childFields, ',') + ' FROM ' + childrelatedListObjects.get(childObject) + ')';

subqueries.add(query);

}

return subqueries;

}

Lightning Component

<aura:component implements="force:lightningQuickAction,force:hasRecordId"
                controller="SuperClone">
    <aura:attribute name="errorMsg" type="String" />
    <aura:handler name="init" value="{!this}" action="{!c.doInit}" />
    <ui:message aura:id="errorMsg" severity="error" class="slds-hide">
        {!v.errorMsg}
    </ui:message>
</aura:component>

<aura:component implements="force:lightningQuickAction,force:hasRecordId"

controller="SuperClone">

<aura:attribute name="errorMsg" type="String" />

<aura:handler name="init" value="{!this}" action="{!c.doInit}" />

<ui:message aura:id="errorMsg" severity="error" class="slds-hide">

{!v.errorMsg}

</ui:message>

</aura:component>

controller.js

({
    doInit: function(cmp, event, helper) {
        var action = cmp.get("c.doClone");
        action.setParams(
            {
                parentId : cmp.get("v.recordId")
            }
        );
        action.setCallback(this, function(response) {
            var state = response.getState();
            console.log('state sucess'+state);
            
            if (cmp.isValid()) {
                if (state === "SUCCESS") {
                    console.log('state sucess'+state);
                    
                    var clonedId = response.getReturnValue();
                    var navEvt = $A.get("e.force:navigateToSObject");
                    navEvt.setParams({
                        "recordId": clonedId
                    });
                    navEvt.fire();
                } else if(state == "ERROR"){
                    console.log('state'+state);
                    var errors = response.getError();
                    if(errors) {
                        console.log(errors[0].message);
                        var hideQuickAcion = $A.get("e.force:closeQuickAction");
                        hideQuickAcion.fire();
                    }
                }
            }
            helper.hideElement(cmp, 'modalSpinner');
        });
        
        $A.enqueueAction(action);
    },
    
})

({

doInit: function(cmp, event, helper) {

var action = cmp.get("c.doClone");

action.setParams(

{

parentId : cmp.get("v.recordId")

}

);

action.setCallback(this, function(response) {

var state = response.getState();

console.log('state sucess'+state);

if (cmp.isValid()) {

if (state === "SUCCESS") {

console.log('state sucess'+state);

var clonedId = response.getReturnValue();

var navEvt = $A.get("e.force:navigateToSObject");

navEvt.setParams({

"recordId": clonedId

});

navEvt.fire();

} else if(state == "ERROR"){

console.log('state'+state);

var errors = response.getError();

if(errors) {

console.log(errors[0].message);

var hideQuickAcion = $A.get("e.force:closeQuickAction");

hideQuickAcion.fire();

}

helper.hideElement(cmp, 'modalSpinner');

});

$A.enqueueAction(action);

})

helper.js

({
    hideElement: function (cmp, elementId) {
        var elm = cmp.find(elementId);
        $A.util.addClass(elm, 'slds-hide');
    },
    showElement: function (cmp, elementId) {
                component.set("v.Spinner", true); 

        var elm = cmp.find(elementId);
        $A.util.removeClass(elm, 'slds-hide');
    },
    
    showToast : function(type, title, message) {
        var toastEvent = $A.get("e.force:showToast");
        if(toastEvent) {
            toastEvent.setParams({
                "title": title,
                "message": message,
                "type": type
            });
            toastEvent.fire();
        }
    },
    
})

({

hideElement: function (cmp, elementId) {

var elm = cmp.find(elementId);

$A.util.addClass(elm, 'slds-hide');

showElement: function (cmp, elementId) {

component.set("v.Spinner", true);

var elm = cmp.find(elementId);

$A.util.removeClass(elm, 'slds-hide');

showToast : function(type, title, message) {

var toastEvent = $A.get("e.force:showToast");

if(toastEvent) {

toastEvent.setParams({

"title": title,

"message": message,

"type": type

});

toastEvent.fire();

}

})

.THIS .spinnerWrapper{
    width: 24px;
    height: 24px;
}

.THIS .spinnerDiv{
    margin-right: 12px;
    margin-left: 12px;
}

.THIS .cardBody{
    padding-left: 1%;
    padding-right: 1%;
}

.THIS .spinnerWrapper{

width: 24px;

height: 24px;

}

.THIS .spinnerDiv{

margin-right: 12px;

margin-left: 12px;

}

.THIS .cardBody{

padding-left: 1%;

padding-right: 1%;

}

Creating Quick Action

You will be able to create quick action with the above components shown below.Go to the object manager and create a quick action as shown below.

After saving the action, add this action to the page layout. this component we can reuse it on any object.

Once the user clicks on the clone button its will clone the parent and all child records data along with relationship as shown below.

M	T	W	T	F	S	S
1	2	3	4	5	6	7
8	9	10	11	12	13	14
15	16	17	18	19	20	21
22	23	24	25	26	27	28
29	30	31

Salesforce

Day: October 17, 2018

Clone Any SObject Record With Lightning Component

Step 1: Lightning Component

Step 2: Create a Quick Action

Step 3: Add the Action to the page layout

Testing

Like this:

Lightning Component Clone with Related Records

Apex Class

Lightning Component

Creating Quick Action

Like this:

Day: October 17, 2018

Step 1: Lightning Component

Step 2: Create a Quick Action

Step 3: Add the Action to the page layout

Testing

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Like this:

Apex Class

Lightning Component

Creating Quick Action

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Like this: