How to clone a catalog task

Roshni1 · ‎01-21-2025

I have done some research and it looks like I should be able to have the "Clone" option available under Related List but I can't not find anything. Do I need to do a UI Action?

New and still learning and help is appreciated

Dr Atul G- LNG · ‎01-29-2025

Hi @Roshni1

You need to enable the property

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Amit Verma · ‎01-21-2025

Hi @Roshni1

If you just want to create a copy of a catalog task, OOB you are being offered Insert and Insert & Stay option in the hamburger menu. Insert will create a duplicate record of the current record and will take you back to the list view whereas Insert & Stay will bring you to the form view of the duplicate record created.

Thanks and Regards

Amit Verma

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Roshni1 · ‎01-22-2025

Thanks for the advise. I will see if this work for my client. However I believe they are wanting the tasks to be auto assigned to other assignment groups.

Amit Verma · ‎01-23-2025

@Roshni1

Please update this post with the client response. We can discuss further alternatives if required.

Please mark this response as correct and helpful if it assisted you with your question.

Roshni1 · ‎01-29-2025

I don't have the option of insert and save for TASKs