About Feature
Think of Dynamic Clone as a powerful upgrade to the standard cloning process. While a standard clone simply copies the fields on a page to create a new record, Dynamic Clone gives you much more control over your data. It allows users to copy a record while hand-picking exactly which connected items they want to bring along. For instance, you can choose to carry over all attached files, just a select few, or start with a completely clean slate.
How It Works Beyond just picking and choosing related items, Dynamic Clone allows administrators to establish preset default values for newly cloned records. This takes the guesswork out of record creation. For example, an admin can configure the system to automatically set the Status to "In Process" each time a spec is cloned, ensuring users don't accidentally create records with the wrong status. It also intelligently resets system-generated fields, such as automatically reverting a Version Number back to 1.
The feature gets even more granular when it comes to related lists. Administrators can configure which related lists are available to copy, allowing users to create new specifications with deep, existing connections to other data in the system. Rather than forcing users to copy an entire list, they can cherry-pick individual items. If a spec has four files attached, a user can grab just the two they actually need and leave the rest behind. To make the experience as intuitive as possible, admins can also customize the names of these related lists and dictate exactly which fields appear in the advanced selection menu.
Finally, Dynamic Clone helps you maintain a clear paper trail. The system automatically captures the original specification the new record was cloned from, ensuring you never lose that historical context. It also adapts to your specific data model by displaying different fields in the clone popup based on the record type. This is especially helpful for letting users update relevant fields right at creation, which prevents conflicts with system-generated auto-numbers or duplicate rules.
Feature Video Link(s)
Templates – Dynamic Clone & Duplicate Detection | Specright Spring 2026 Release (33.0)
Application Area
We developed Dynamic Clone directly from customer feedback because nobody wants to waste time reinventing the wheel by building complex specifications from scratch; instead, it acts like a familiar "Save As" button that lets you duplicate an existing record—along with all its valuable, connected data—giving teams transitioning out of legacy workflows like Word documents the intuitive, time-saving experience they are used to, but with the massive added power of a fully connected database.
Core Benefits
Specright’s Dynamic Clone takes the busywork out of creating new specifications by allowing you to selectively duplicate existing records. Rather than taking an all-or-nothing approach, you choose exactly which connected items come along for the ride, making it easier than ever to build customized, accurate records.
Here is how it streamlines your workflow:
- Saves valuable time: Nobody wants to build complex specifications completely from scratch. This feature lets your team use existing, approved work as a foundational starting point, eliminating hours of manual data entry.
- Boosts data accuracy: It takes the guesswork out of new record creation. The system automatically applies your administrator-defined default values and preserves key relationships, all while smartly resetting system-generated fields so your data stays clean.
- Offers total flexibility: You have complete, granular control over what gets copied. Keep the specific files, attachments, and connections you need for the new spec, and simply leave the rest behind.
- Ensures perfect traceability: You will never lose the context of where a new record originated. The system automatically captures and links the source specification, ensuring you always have a clear historical trail for future reference.
Where is Dynamic Clone available?
| Type | Availability |
| Objects | Exchange Formula INCI Ingredient Instruction Inventory Kitting Line Lot Code Machine NPD Order Part Pricing Model Quality Spec Family Specification Specright Task Test Result Testing Attribute |
| Custom Object Support | Yes |
| Communities | Available for partner users |
| Mobile | Available on tablets |
Release Updates
| Version | Type | Description |
| 34.0 | Changes | Second-level cloning for two paths: Manufacturing Instruction → Process → Process Steps, and Supplier Documents → Specright Files (Files V2 only). Each path is controlled by its own General Settings checkbox ("Clone Process Steps" / "Clone Specright Files"), both defaulted to checked/ON. Respects Advanced Selection; fires only when the parent related list is included in the clone. |
| 28.0 | Changes | Added ability to control the related list names in modal/popup, support for different fields in the modal for clone and supersede, and ability to default related lists to one side or the other |
| 27.5 | Changes | Added support for INCIs |
| 27.0 | Changes | Added support for duplicate detection and default values by record type |
| 25.0 | Changes | Added support for Specright Tasks |
| Bug Fixes | Fixed an issue where not all related lists were being carried over | |
| 23.0 | Changes | Added the ability to put fields in the dynamic clone modal/popup by record type, can control which related lists options by record type, and support for Instructions |
| 22.0 | Changes | Added advanced selection where users can pick specific records from related lists, a new Clone From field, and support for Exchange |
| 21.0 | Changes | Added support for Lines and Machines |
| Bug Fixes | Fixed issue with dynamic cloning superseded records | |
| 14.0 | Changes | Supporting copying of the record name and new Dynamic Clone action button created for Lightning support |
| Upgrade Steps | The new action buttons should be used on all pages instead of the classic buttons | |
| 13.0 | Changes | Added support for NPD and Pricing Model |
| 9.8 | Changes | Added support for Lot Code, Test Results, and Testing Attributes |
| 9.0 | Changes | Added support for Inventory and Orders |
| 8.5 | Changes | Added support for Kitting |
| 7.5 | Changes | Added support for Parts |
| 4.0 | Changes | Added support for Quality |
| 3.1 | Changes | Added support for Formulas and Ingredients |
| 2.6 | Initial Release | Ability to clone a record with all of its related lists with support for Spec Family and Specifications |
Level of Effort
Required Technical Skills Enabling Dynamic Clone is primarily a point-and-click process that requires basic to intermediate Salesforce Administrator experience. For standard objects, the configuration relies entirely on native platform tools and Specright Settings rather than custom code. The administrator handling this setup should feel comfortable:
- Navigating the Specright Settings app to configure "Dynamic Clone Settings" (to dictate which related lists can be copied) and "Dynamic Clone Default Field Values" (to automatically reset or clear specific fields on the new record).
- Using the Salesforce Object Manager to create and manage Field Sets (to dictate exactly which fields appear in the clone modal or within advanced selection columns).
- Creating and assigning new Lightning Component Quick Actions (this is only necessary if you are deploying the feature on a Custom Object).
Estimated Implementation Effort The time and effort required to deploy this feature ranges from low to moderate, scaling directly with the complexity of your data model and cloning requirements:
- Low Effort (Quick Setup): Enabling basic Dynamic Clone functionality for a standard object—allowing users to selectively copy records and their related lists without any automated field defaults or specialized modal popups—takes just a few minutes to set up and test.
- Moderate Effort (Advanced Setup): The workload increases if your organization requires specialized cloning behaviors. This includes defining specific Default Field Values (such as automatically forcing a cloned record's Status to "In Process" or resetting its Version Number to 1), configuring unique related list options, or building custom Field Sets so different fields appear in the popup modal depending on the Record Type. Note: If you intend to deploy Dynamic Clone on a custom object, you will need to manually build a new Lightning Component quick action, which requires slightly more technical navigation.
Short Setup Summary
- Determine default field values, related lists, and any fields in the modal/popup with the customer
- Create necessary default field settings
- Create necessary related list settings and accompanying field sets
- Create necessary field sets for the fields in the modal/popup
- Review the two second-level cloning checkboxes in General Settings ("Clone Process Steps" and "Clone Specright Files") — both are checked by default. Uncheck either one if the customer does not want that second-level path cloned.
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