Can you clone/copy a change request?

jmbrake · ‎05-08-2014

Is there a way to take a past change request either approved, cancelled or in waiting approval state and copy it. From there change the dates and submit it as new?

mitzaka · ‎05-08-2014

Hi Joan,

It is actually really easy. What you need to do is create a new UI Action(you define the type - button, cotext menu, etc.), as:

1. select the table: change_request

2. set the UI Action as Active and select when to show - on insert, update, etc.

3. have the script which creates a new record and carries over all attributes/fields that you wish (please see it attached)

And that should be it.

I hope this would help you. If so, please mark it up.

Good luck in creating!

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mark_edwards · ‎05-19-2014

Thank you so much for your assistance, the "clone a change" works

mitzaka · ‎05-19-2014

Hi Mark,

Just like d.cammack wrote, you at line 7 of my script you can see how a custom field is being carried over. You have to write such a line for each custom field you have.

Here is is an example of a custom field - let's say the field is named 'Change Status'. When you go to the change form, right-click on this field and you will see the name of the field, as the system interprets it. In most cases it would be something like 'u_change_status'. This is the name you have to use in your script to carry over from the original to the clone record. In this example, the script line you need would look like this:

change.u_change_status = current.u_change_status

Good luck with that, I think you won't have a problem.

mark_edwards · ‎05-20-2014

Hi Dimitar and @d.cammack

Quick question, as per my earlier post the Clone Change script works (thank you), however when cloning an approved change something I have noticed is the Description field is locked and can't be edited, all other fields are editable, there must be something else locking the Description field down, is there something I can add to the script to ensure the field is editable?

Mark

mitzaka · ‎05-20-2014

Hi Mark, probably after approval is given, the workflow behind change requests sets some fields to read-only, so this is why you are not able to edit. Definitelly check your wofkflow.

mark_edwards · ‎05-20-2014

Hi Dimitar, its odd as its as soon as the Change is cloned, i.e. before the record is saved, which I would think before the workflow has begun.

Mark