Copy a record without inserting

[Beth11]

Here's a question for you all:

Is it possible to copy a record and open it for editing without saving? That is, copy the record, but give the user the opportunity to either edit the record before saving, or opt to not save it with no repercussions.

An example of this might be an incident: we don't want users deleting incidents, but if the copy always saves before the user has a chance to edit it, the new form could set off all kinds of workflows and business rules.

Has anyone else encountered this need? How have you dealt with it?

Thanks for your help!

[Michael Kaufman]

You can use glidedialogwindow to ask the user certain questions about the new incident.   If they click submit on the dialog it copies the incident, if they click cancel, no incident is created.

Copy Incident UI Action — ServiceNow ELITE.com

Mike

[Beth11]

Interesting! This looks like exactly what I need. Thanks!

Edit: With a little bit of reading, this would require that I basically re-create the entire form in the pop-up. The point here is to have the user validate the information before they submit it, and there are a large number of fields on this form.

Thanks, though, this will be useful in other places.

[Beth11]

I haven't been able to find a perfect answer to this. As a workaround, I'm creating the record in a 'Draft' state and requiring that the user hit a UI Action button to 'Submit for Approval' and start the workflows.

[Brad Tilton]

Hi Beth,

ServiceNow allows you to pretty easily open a form with preset values using some url parameters, so you could do something like a client side ui action and opens a new window and copies over some of the values from the original form.

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