OptionalCloneableLets a NotCloneable entity's rows be copied after all, but only as children of a template copy: a
clone run under a preset with TemplateSourceField whose source record has that flag set. Use for
rows that are private to a person (conversations, dashboard preferences) and must never be copied
from one user to another, yet belong in a template built to be copied.
OptionalCreationRoute the ROOT through an existing creation path instead of a raw Save. Children still clone through the engine against the created root.
OptionalDerivationOffer "create derived record" (BasedOnID-style inheritance) as an alternative to copying.
OptionalDescendantsRules applied to descendant rows cloned under THIS root, keyed by descendant entity name. Lets a root shape its children without editing the child entity's bag.
OptionalEmbeddingsPersisted embedding columns. Default 'copy' when EmbeddingModelID matches the configured model, else regenerate.
OptionalEnabledMaster switch for cloning this entity as a ROOT. Default false.
OptionalFieldsOptionalHierarchySelf-referencing IsHierarchy fields. Default 'subtree'.
OptionalHooksOptionalMaxCaps. Defaults 3 and 500. A plan that exceeds either is Blocked.
OptionalMaxOptionalNamingOptionalNotHard refusal: this entity's rows are never created by the clone engine, as root or as child. Overrides every relationship policy. Use for audit, run, credential and metadata entities.
OptionalNotShown to users and returned in warnings when NotCloneable or Enabled=false.
OptionalPresetsOptionalRelationshipsPer-relationship policy, keyed by "
OptionalRequiredAuthorization name checked with ancestors. Default 'Clone Records'; resolved per §9.1.
OptionalRequiredThe entity's own server class refuses creates by other user types (Users, Roles). The planner blocks early with the entity's reason.
OptionalSoftInbound polymorphic EntityID/RecordID rows (tags, attachments, notes...). Default 'skip'.
OptionalSubtypesIS-A subtype rows. Default 'include'.
OptionalUIOptionalConfirmationMessage?: stringOptionalDefaultPreset?: stringOptionalIcon?: stringOptionalLabel?: stringOptionalRetargetFields?: string[]FK fields the panel offers as retarget pickers (CompanyID → another company).
OptionalUserHow much the UI may change. Default 'all'. 'none' = confirm only.
OptionalVersionSchema version of this section. Default 1.
Configuration for record cloning at the entity level.
See
plans/record-cloning/README.md §4.1