Duplicate an exixting case record
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‎06-01-2020 12:12 PM
Hello,
Is there a way to create copy of an existing record?
I have a scenario for this request
One of the team complete task to a case and wants to create another case with same basic information so, they can assign it to another group. That way both team gets credit for the work they have done.
I would love to hear some of your feedback.
Thank you
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HR Service Delivery

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‎06-01-2020 12:18 PM
Hi Sunny,
You can create a UI Action to copy an open record. Kindly refer to the "Copy Incident" UI action on Incident table which makes a copy of an existing incident.
Kindly mark my answer as Correct and helpful based on the Impact.
Regards,
Alok

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‎06-01-2020 03:09 PM
You can simply create a UI Action, check the form button checkbox which will display the UI action as button, In condition add "current.canCreate();" or if you want to add more validation for the Button visiblity you can and you can refer to the below script:
var gr = new GlideRecord('table_name'); //replace table_name with correct table name
gr.initialize();
gr.field_name1 = current.field_name1;//replace field_name1 with your one of the field name you want to copy
gr.field_name2 = current.field_name2;//replace field_name2 with your one of the field name you want to copy
gr.field_name3 = current.field_name3;//replace field_name3 with your one of the field name you want to copy
gr.field_name4 = current.field_name4;//replace field_name4 with your one of the field name you want to copy
gr.insert();
action.setRedirectURL(gr.getLink());
var link = '<a href="' + current.getLink() + '">' + current.number + '</a>';
gs.addInfoMessage("Record was copied from " + link);
Once the record is copied the you will be redirected to the new record and you will have an info message at the top with the link of old record.
Kindly mark my answer as Correct and helpful based on the Impact.
Regards,
Alok
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‎06-01-2020 12:28 PM
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‎06-01-2020 12:38 PM
IMO, this approach would create unnecessary case volume. Why not make the contributing users collaborators on the case?
More information about collaborators can be found here.