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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nigeldenness-nd · ‎02-19-2015

I like Jason Stephens suggestion, as it's trying to standardise the activities your team performs, and it doesn't require coding (which is always a good thing IMO). We are in the process of implementing Change templates which also creates the associated tasks each time - full info is on the ServiceNow wiki. However if you do this, it is not immediately obvious that these templates with associated tasks only work as links on the left navigator pane. They don't work if you open a new Change and try to apply the template by right clicking at the top of the screen. This means an admin needs to add the link on the left whenever a new Change template (with child tasks) is created and needs to be made available.

poyntzj · ‎02-20-2015

I agree, templates are a good feature and we do use these when the type of change is Standard

The copying an existing change can be useful as we find that an engineer will have put in the details for a change or supporting documentation and this needs to be in the cloned change.

Typing that in again from a template can be tedious and the clone just makes it far easier

sougata1 · ‎02-05-2016

@NigelDenness, i am wondering how to attach template tasks under a template change? I created a change with all the required tasks and save that as template, but when applying the template to a new change the tasks are not showing

ravi_otpp · ‎03-02-2018

Is it possible to leverage the same script to also implement a similiar functionality to copy a Service Catalog request (eg. the

Requested Item [sc_req_item] table)? Thanks.