Copy a case in Agent Workspace for HR Case Management
Create a copy of a case to auto-populate the case values without having to fill in the fields manually.
Before you begin
Role required: sn_hr_core.case_writer
Procedure
Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
Select a case from which you want to create a copy.
Select the
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More Actions icon icon at the top right-hand corner of the **Details** tab.
More Actions icon icon at the top right-hand corner of the **Details** tab.
Select Copy case.
- A copy of the case is created in Draft state.The activity stream displays information about the previous case from which this case is created.
- By default, opened_for, subject_person, hr_service, skills, priority, assignment_group, assigned_to, and short_description, are copied to the new case. You can configure the fields that you want to copy to the new case in the Copy case attributes setting in Page configurations.