Configuring clone specification indicates which custom objects need to be cloned as part of the agreement clone operation.

Use the clone specifications to override the base configuration for cloning the agreement. The base clone specifications are defined in the APTS_ComplyConfig admin entry.

The APTS_ComplyConfig XML admin property is used to override base clone specifications for agreements. The base clone specification and the custom clone specification are merged in to a single clone specification to determine the objects to clone.

Overriding Clone Behavior of Custom Objects


By default, all custom objects related to an agreement are automatically cloned. If one or more custom objects are to be excluded, it can be accomplished by creating a custom clone specification listing the custom objects in the excludes element.

By default only the base objects listed in the includes element are cloned. If one or more base objects are to be included, it can be accomplished by creating a custom clone specification and listing the base objects in the includes element. If one or more base objects are to excluded, they can be listed in the excludes element, provided the base clone specification allows the override (or, the isOverridable property is set to true).

Configure Clone Specifications Based on Record Types

You can configure separate clone specifications for each record type. If there are no clone specifications configured for a record type the default setting (APTS_ComplyConfig) is selected during clone operation.