Workflow

How to Duplicate a CRM Communication

Verified end to end. A disposable CRM communication draft was duplicated from its detail page, the new communication was verified through the communications DataTable endpoint, and both disposable records were deleted after the probe.

Evidence Summary

Workflow run
crm-communication-duplicate-20260519T104653Z
Source communication
39
Duplicate communication
40
Duplicate description
AI Demo CRM Dup 20260519T104653Z
Duplicate request
communications / DUPLICATE_communication
Duplicate mode
T - Duplicate all rows

CRM communication duplicate workflow diagram

Before You Start

Duplicate the Communication

  1. Review the source communication header, subject, content, and contact count.
  2. Click Duplicate in the action bar.
  3. Review the duplicate confirmation modal. The verified text was Are you sure you want to duplicate?.
  4. Enter the new Description. The verified value was AI Demo CRM Dup 20260519T104653Z.
  5. Choose the row-copy mode. The verified run selected Duplicate all rows, which submitted enviado=T.
  6. Click Duplicate.

Verified Request

FieldVerified valueMeaning
endpointGET /ajaxserverCentral AJAX endpoint.
actioncommunicationsCommunication module action group.
optionDUPLICATE_communicationDuplicates the communication record.
id39Source communication id.
descriptionAI Demo CRM Dup 20260519T104653ZDescription assigned to the copied record.
enviadoTCopy all rows. The modal also exposed sent-only E and unsent-only N choices.
status200The AJAX request completed successfully; the captured response body was empty.

Confirm the Duplicate

  1. After duplication, confirm the browser opens the new detail page. The verified final route was /crm/communications/view/NDA=, where NDA= is the encoded id for communication 40.
  2. Search the communications list by id or description.
  3. Verify the duplicated row has status=RDY, email=1, sms=0, totalcontactos=0, total_sent=0, and total_unsent=0.

The verified duplicate lookup returned one row with id=40, description AI Demo CRM Dup 20260519T104653Z, and inherited subject AI Demo communication subject 20260519T104312Z.

Cleanup Used in Probe

The verification run deleted duplicate communication 40 and the disposable source communication 39 using communications / DELETE_communication. Both delete calls returned HTTP 200 with body true, and final DT_Select_Communications searches returned recordsFiltered=0.

Artifacts