Can I implement record copying functionality in a portal?

bonsai
Mega Sage

I would like to implement a function similar to copying an incident in a portal form widget.

I would like to use the field values ​​of the record currently being displayed and post them as the initial values ​​of the record producer.

Is this possible?

I think it would be possible if I could set dynamic initial values ​​for the record producer.

4 REPLIES 4

KrishnaMohan
Giga Sage

Hi @bonsai ,
There is no such OOTB functionality (insert and stay) or copy record in portal. Yes, it is possible with customisation widgets.

Regards,

krishnamohan

AbinC
Tera Contributor

Hi @bonsai ,

There is no out-of-the-box (OOTB) functionality for "insert and stay" or copying a record in the Service Portal. However, it is possible to achieve this through customization by developing custom widgets.

If you need guidance on how to implement this, feel free to ask!

 

If you found this helpful please do mark it as helpful and accept as solution 

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @bonsai 

Not recommended—it will lead to a lot of customization, which is also not advisable. The portal Incident Record Producer already has two fields and allows users to create incidents easily. This is meant for educational usage. Please avoid unnecessary customization and technical debt."

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Pankaj kr
Kilo Sage

Hi @bonsai ,

 

As stated above by the experts, It is a customization.

But if you still want this to be feature for RITM/INCs, You need to create a custom widget> parse the content of current screen record  by getting the sys_id of that record and doing gliderecord into respective table> On that is done, you need to intialize variables with values of existing ticket and insert> You can add a info message after insert or redirect the user to new ticket for better experience.

 

If this helped you, please mark this as helpful and accepted.

Thanks,

Pankaj Kumar