Create a request by copying an existing request record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

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:

Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.

Open the request record from which you want to create a new request.

Click More, and then click Copy record. A new request form opens with the information copied from the previous request record.

Modify the new request record as needed, and then click Save.

Related topics