Use > Request Fulfillment > Request Fulfillment workflows and user tasks > Create a request by copying an existing record

Create a request by copying an existing request record

Security Roles: Requestor, Request Coordinator

You can create a new request by copying an existing request record. The new request will start from the first phase in request fulfillment workflow. The task plan defined in the original request record is also copied to the new request record.

This "Copy Record" action is available in all request phases. Users who have the “New” right in the “Request” area can run this action.

To create a request by copying an existing record, follow these steps:

  1. Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.
  2. Open the request record from which you want to create a new request.
  3. Click More, and then click Copy record. A new request form opens with the information copied from the previous request record.
  4. Modify the new request record as needed, and then click Save.

Related topics

Request Fulfillment workflows and user tasks

Example: Search for a record

Related topics

Create a new request record