Implementing Copy Functionality from a Related List declarative action using UI Builder

D Sha
Tera Contributor

Hi Everyone,

 

I'm working on a requirement in ServiceNow Workspace (UI Builder) and would appreciate some guidance on the recommended implementation approach. I am new to UI builder, so I may not be aware of the best practices.

 

 

Requirement:

 

I need to have a Related List Declarative Action configured on a related list in Workspace. Clicking this declarative action should open a modal.

 

The modal should contain:

 

  1. A reference field that allows the user to select an existing record.
  2. A Copy button that creates a new record by copying the field values from the selected record.

 

 

The new record should inherit all field values from the selected record, with the exception of the Status field. The Status of the newly created record should always be set to New, regardless of the status of the selected record.

 

 I'm looking for the recommended approach or best practice for implementing this functionality. Any guidance, implementation examples, or relevant documentation would be greatly appreciated.

 

Thank you in advance!

0 REPLIES 0