Copy an incident or create a child incident
Copy an incident or create a child incident without manually entering the value of all the fields in the new incident.
Before you begin
- Role required: itil, sn_incident_write, or admin
- Select the Enable copy incident feature (com.snc.incident.copy.enable) and the Enable create child incident feature (com.snc.incident.create.child.enable) incident properties at Incident > Incident Properties.
Note: An itil user can copy or create a child of any incident whereas a user without any role can copy only the incident which the user has created.
About this task
The Copy Incident functionality copies the details of an existing incident record to a new incident record. The Create Child Incident functionality copies the details of the parent incident and links the new incident to the parent incident. You can enable the options as well as add or remove fields or related list using the copy incident and create child incident properties.
Procedure
Navigate to All > Incident > Open.
Note: If the UI16 module link redirection feature is enabled in Service Operations Workspace (SOW) and the UI16 module supports the redirect configuration, navigating through UI16 paths automatically redirects you to the equivalent list or record pages in SOW instead of displaying the UI16 forms or lists. For more information, see Redirect UI16 module links to Service Operations Workspace.
Open an existing incident that you want to copy or from which you want to create a child incident.
Perform one of the following actions.
| Option | Action | ||||||
|---|---|---|---|---|---|---|---|
| Copy an incident | Click the Additional actions icon Image omitted: context-menu.png The Additional actions icon and then click <strong>Copy Incident</strong>.<strong>Note:</strong> After the incident is copied, the <strong>Work notes</strong> field of the new incident is updated with the following message: <code>Created from a similar incident: INCXXXXXX</code>.</td></tr><tr><td id="d137390e174"><strong>Create a child incident</strong></td><td>Click the Additional actions icon [Omitted image "context-menu.png"] Alt text: The Additional actions icon and then click <strong>Create Child Incident</strong>.<strong>Note:</strong> Ensure you have added the <strong>Parent Incident</strong> field and the <strong>Incident -> Parent Incident</strong> related list to the incident form. The incident, from which you have created the child incident, is considered as the parent incident.</td></tr></tbody>
|