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Release: Australia · Updated: 2025-01-30 · Official documentation · View source

Copy a change request

You can copy details of an active or canceled change request to a new change request.

Before you begin

Role required: itil, admin, or sn_change_write

About this task

The administrator configures which of the following items are copied to the new change request.

  • The content that is copied.
  • The attributes or fields and values that are copied. All non-copied attributes are reset to default values.
  • The configured related tables that are copied.

Note: You cannot copy change details from a standard change.

New change tasks can be created when a change is copied. If your change record has associated workflows that create change tasks, then these change tasks may not be copied because the workflow creates them. Only manually created tasks are copied, if the workflow when creating the task sets the created_from field on the change_task table to workflow. The created_from field has a default value of manual.

Procedure

  1. Navigate to Change > Open.

  2. Open the change request that you want to copy.

  3. Edit values on the newly created change record, as appropriate.

  4. Select Submit to create a new change request record.

What to do next

After an existing change request is copied and a new one created. A user with ITIL role then reviews, approves, implements, and closes the change request as necessary.

In addition, you can associate CIs to the newly created change request.

Parent Topic:Create a change request

Related topics

Create a change request from a configuration item (CI)

Create a standard change request from the catalog

Create a change task

Unauthorized change request

Configure ability to copy a change request