Duplicate an existing interaction record

Applies to User Roles:

Service Desk Agent

You can duplicate an existing interaction record to copy information from an existing record into a new record. For example, you duplicate an existing interaction record because a user is experiencing a repeat of a past problem or issue.

To duplicate an existing interaction record, follow these steps:

  1. Click Service Desk > Search Interactions.
  2. Use search or advanced search to find one or more records.
  3. Double-click the record to open it.
  4. Click More or the More Actions icon, and then and select Duplicate Interaction. HPE Service Manager assigns the next available ID number to the duplicated interaction.
  5. Add or change information in the interaction record as needed.

    Note You must clear any existing data in a field to use the Fill and Find functions to select a new value.

  6. Click Save & Exit. If the record that you duplicated has any related records, a message that informs you the record has related records and asks if you want to copy the associations is displayed.

    • Click Yes to copy associated records and return to the interaction queue.

    • Click No if you do not want to copy the associated records to the new interaction record. The Escalation Details wizard starts, and you can relate the new record to an existing incident, an existing known error, or a new incident.