I have the below formula field , in Quote object, which is a reference from another object " RedBook"

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But i want that, while cloning the quote, the field value remains teh same i.2 here 30 / 26 even if the original value from the referred object changed to some other value. I tried workflow & process builder, but not able to accomplish it. whereas first time while creation it should trigger the formula reference value, but while cloning it should remains the same. Can i change my formula field to accomplish this. As of now my formula field is, below i.e exactly the same reference value from the other object.

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You'll need to

  1. Change the field type from Formula to Text
  2. Add a field checkbox isClone (default value false) on the Quote object
  3. Create/Update a trigger on Quote, (in before update/create) check if you're in the clone function (see the response here). If yes, copy the value Model_Description__r.Premium_Group__c to your new Text Field and put the checkbox isClone to True
  4. Create a process (in process builder) on Model_Description__c. When the object is updated on the field Premium_Group__c, update the related Quote(s) with the new value for Premium_Group__c (except the cloned ones, check on isClone)

Why the trigger ? To ensure that you keep the old value of the original object.

Why the process ? So that you mimic the formula function on your original objects, but not on your clones


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