Create Copy feature not working for portfolio plan

shraddha14
Tera Contributor

‎05-31-2024 11:09 AM

" Create copy " button under the prioritization tab  when we click on the context menu [three dots] which is introduced as part of the new feature of the Washington release is not working.

 

Steps to Reproduce:

  1. Go to Strategic Planning Workspace
  2.  open any portfolio plan under planning item under the Planning Prioritization tab, a " Create Copy " option is not working. 
  3. Page goes on loading and also copy of planning item not getting created
  4. refer the attached screen shot.
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Prashant_S
ServiceNow Employee
ServiceNow Employee

‎06-01-2024 04:35 AM - edited ‎06-01-2024 04:35 AM

@shraddha14  In the screenshot you shared I can see the copy of Develop workday for Sn integration is created below it. Can you please try again in some other portfolio plan and also confirm if you customised anything in your instance. 

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SasankaV
Mega Guru

‎06-11-2024 01:42 AM

Hi @shraddha14, I think I faced a similar use case in my experience with Work4flow. Give the below steps a try:

  1. Verify if the issue is specific to your instance or a widespread problem by checking the ServiceNow community forums and release notes.
  2. Check if there are any active background scripts or scheduled jobs running that could be causing conflicts or performance issues.
  3. Clear your browser cache and try accessing the Strategic Planning Workspace again.
  4. If the issue persists, enable detailed logging for the Strategic Portfolio Management plugin and reproduce the issue to capture any error messages or stack traces.
  5. Review the ServiceNow system logs for any relevant errors or exceptions related to the "Create Copy" functionality.
  6. If you have made any customizations or modifications to the Strategic Portfolio Management module, try disabling them temporarily to see if the issue is resolved.
  7. If the issue is still not resolved, you can try refreshing the application cache or restarting the ServiceNow instance.
  8. If the problem persists after trying all the above steps, you should log a support case with ServiceNow and provide them with the relevant logs, error messages, and steps to reproduce the issue.
  9. In the meantime, you can consider using the "Export to Excel" functionality as a workaround to create a copy of the portfolio plan data.
  10. Stay updated on the ServiceNow community forums and release notes for any updates or hotfixes related to this issue.

Let me know if it doesn't work. I'll be happy to assist.

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