Configurations in Litify Financials can be cloned with two different results. Clones can either be brand new, stand-alone configurations, or be created as a new version of an existing configuration. This article will teach you how to create both types of clones.
Cloning a Stand-Alone Configuration
Cloning a configuration is an easy way to create multiple configs for different purposes (i.e. cloning the Personal Injury config and changing it slightly to fit an Automobile Accident configuration).
To clone a configuration, click its name in the Financial Configurations view > Click Clone in the top right corner
The 'Clone this Configuration' modal will appear > Click the bubble beside 'a new configuration' under 'Clone as…' > Name your new configuration > Click Clone.
Completing a Cloned Stand-Alone Configuration
Once you’ve cloned a configuration, check the Balance & Summary Builder to ensure you’re satisfied with the displayed objects and item groups. If you wish to make changes, follow the procedures outlined in this article. > Click Next
Next, confirm all objects are mapped correctly. If there are objects for which transactions should be disabled (i.e. you don’t want users to make transactions using a certain object), be sure to disable them.
Once your objects are mapped properly, click Next.
Finally, remove the assignment from the original configuration and assign your newly cloned configuration to a value (i.e. Case Type) as defined in Financial Summary Setup.
Click the [Case Type] > Use the left arrow to remove the cloned assignment.
Click the [Case Type] > Click the right arrow to move it into the 'Assign To' column > Click Done & Activate to activate the configuration > Click Activate again to confirm.
Cloning to Create a New Version of a Configuration
Creating a new version of a configuration allows you to make changes to an existing configuration without deactivating and disrupting its use.
To clone a configuration to a new version, click its name on the Financial Configuration page > Click Clone
The 'Clone this Configuration' modal will appear > Click the bubble beside 'a version of this configuration' under 'Clone As…' > Name your versioned configuration > Click Clone
Completing a New Version of a Configuration
Before activating the new version of your configuration, make the desired changes to Balance & Summary, Object Mapping, or Assignments.
Click Build Balance & Summary > Make any changes you’d like, following the steps in this article > When you’re done, click Next
Next, ensure all objects are mapped correctly, following the steps in this article. When you’re done, click Save > Click Next
Since this clone is a new version of an existing configuration, the assignments should be kept the same. If the previous version was a default configuration, click the slider beside Default > Click Done.
The new version will now be visible under the original, and can be activated when your Org is ready to use it.
Activating a New Version of a Configuration
Deactivate the original version by clicking its name in the Financial Configurations view > Click Deactivate > Confirm your choice and click Deactivate again
Return to the Financial Configurations page by clicking 'Financial Configurations' in the top left > Click the name of the new version > Click Activate > Confirm your activation > Click Activate again.