Copy a change request

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can copy details of an active or canceled change request to a new change request.

    Before you begin

    Role required: itil, admin, or sn_change_write

    About this task

    The administrator configures which of the following items are copied to the new change request.
    • The content that is copied.
    • The attributes or fields and values that are copied. All non-copied attributes are reset to default values.
    • The configured related tables that are copied.
    Note:
    You can't copy change details from a standard change.

    You can't copy a change request if com.snc.change_request.enable_copy is set as false.

    New change tasks can be created when a change is copied. If your change record has associated workflows that create change tasks, then these change tasks may not be copied because the workflow creates them. Only manually created tasks are copied, if the workflow when creating the task sets the created_from field on the change_task table to workflow. The created_from field has a default value of manual.

    Procedure

    1. Navigate to Change > Open.
    2. Select the change request to be copied.
    3. Right-click on the header and then click Copy Change to copy change details.
      A preview of the new change record appears with values from the original source change record.
    4. Edit values on the newly created change record, as appropriate.
    5. Click Submit to create a new change request record.

    What to do next

    After an existing change request is copied and a new one created. A user with ITIL role then reviews, approves, implements, and closes the change request as necessary.

    In addition, you can associate CIs to the newly created change request.