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How to create a copy case UI action

Daniel R2
Kilo Sage

Hi,

 

We are currently trying to create a UI action to appear in CSM/FSM Workspace, that copies a case and creates a new case with the same information.

 

We have added the following script to the 'Workspace Client Script' field on the UI Action

 

 

var gr = current.sys_id.toString();
var newCase = new GlideRecord('sn_customerservice_case');
newCase.initialize();

newCase.from_email = current.from_email;
newCase.short_description = current.short_description;
newCase.company = current.company;
newCase.category = current.category;
newCase.subcategory = current.subcategory;
newCase.email_body = current.email_body;
newCase.work_notes = "Copied from Case " + current.number;
newCase.insert();

 

 

However, our cases are attached to a variety of tables extended from the 'sn_customerservice_cases' table. The new copied cases should be created on the exact same table as the original case. How can I ensure It is created on the same table, from one UI action

7 REPLIES 7

Ankur Bawiskar
Tera Patron

@Daniel R2 

you cannot use current object in workspace client script.

why not use GlideAjax there and pass the current record sysId using g_form.getUniqueValue() and then in script include function have the logic define.

you can also pass the current table name to script include via GlideAjax using g_form.getTableName()

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

@Daniel R2 

Thank you for marking my response as helpful.

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

@Ankur Bawiskar - thanks for the reply Ankur, we have now changed the way we have configured this so that a new case opens with all the copied information but it is not created so a user has the possibility to edit if necessary before submitted. 
When selecting the copy case UI action, what script can we add to the UI action to ensure a comment is added to the work notes. We would like to add "Case copied from + the number of the original case"

@Ankur Bawiskar we are also struggling on copying attachments. This is because the case is not submitted yet so it can not get the sys id of the original case.