Clone Operation Complete

Clone Operation Complete is a checkbox on the TaskRay Project object. This checkbox is set to false on projects that are created from scratch, but it is updated to true on projects that are created by way of cloning templates or stitching. This checkbox can be used to help with the order of operations in custom automations, as well as to trigger automations from the TaskRay Project object.

This checkbox can also be used to capture the newly cloned/stitched project within the same Flow configuration. This can be helpful in use cases where the new project or its tasks need to be updated, such as to reassign owners or to make field updates.

Sample Configurations

Here is an example of how this checkbox can be incorporated into an existing automation that is set up to clone (Automatically Clone Templates Using Flow) or stitch together a project (Automatically Stitch Projects Using Flow). Both of the sample Flow configurations linked above leverage TaskRay apex actions: one for cloning and one for stitching. If you need to update the newly created projects from those apex actions, you will need to use a Get Records element placed after the apex actions to capture the newly created projects. Within the Get Records element, you can use the criteria of Clone Operation Complete = true along with any other specific criteria to identify the newly created project. Then, you can use that project further in the flow to make necessary updates to records.

Here is a sample configuration of the Get Records element that captures the newly created project. For some additional context, the use case here is that a project is created when an Opportunity is marked as Closed Won. In the screenshot below, the Clone Operation Complete criteria is coupled with criteria that checks for the Opportunity to ensure that the project that gets updated is the one that is related to the source Opportunity.

Additionally, here is a sample Flow configuration that utilizes the Clone Operation Complete checkbox to identify the newly cloned project and its tasks and then reassign owners: Automatically Reassign Task Owners.