Clone a Calculation Procedure (Managed Package)

For the managed package runtime, the Clone action button isn't present for calculation procedures by default, but you can add it. When you clone a calculation procedure, you're cloning all of its versions, steps, variables, and constants.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

By default, the new (cloned) calculation procedure does not have any versions set to Enabled. You have to manually enable one of the versions to use it.

Any calculation matrices used by the calculation procedure are not cloned.

In Salesforce Lightning, you add a Clone button to the Calculation Procedure object, then add the button to the Calculation Procedure page layout:

  1. Go to Setup | Object Manager | Vlocity Calculation Procedure | Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. Enter a Label and a Name for the button.
  4. In Display Type, choose either Detail Page Button or Detail Page Link.
  5. Choose a Behavior.

    Recommended: Display in existing window with sidebar.

  6. In Content Source, choose Visualforce Page.
  7. In Content, choose CalculationProcedureCloner.
  8. Click Save.
  9. Go to Setup | Object Manager | Vlocity Calculation Procedure | Page Layouts.
  10. Choose the layout.
  11. In the top pane, choose Buttons, then drag the Clone button onto the page layout.

    Recommended location: The Vlocity Calculation Procedure Detail | Custom Buttons area.

  12. Click Save.
  13. After you have added the button, you can clone a calculation procedure:
    1. Go to the Vlocity Calculation Procedures list page and click the calculation procedure that you want to clone.

    2. Click the Clone button.

      Tip
      Tip

      If you can't see the Clone button on your screen, click the gray down-arrow at the top right of the page and select Clone.

    3. In the New Vlocity Calculation Procedure window, enter a name for your new calculation procedure, then click Save.