Duplicating Service Requests

    This feature allows the users to create a new service request by duplicating an existing, similar type of service request. Once the request is duplicated, a new service request page will be shown with the request details copied from the existing one. The users can also edit the request details.

    To duplicate a Service Request,

    • Go to the Requests module.
    • Select the request you want to duplicate.
    • Click on the Actions menu and select Duplicate Request.



    • New service request form will be shown with the request details copied from the existing request.
    • You can edit the request details. Select the tasks you want to duplicate.
    • Click on Add Request.


    Note

    • Notes and Conversations will not be duplicated.
    • Linked or Merged requests will not be duplicated as well.

     

     

     

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