Copying Requests

The ability to copy a request comes in handy if you reject a request and want to resurrect it - you can make a copy of the request and resubmit it. It's also useful to copy a request if you know you are creating a similar request and want to reuse some of its data. Any request can be copied, regardless of its status, by a user with Request > Create permission.

Copying a request makes a new request of the same category, copying all of the Details field data and optionally copying the section data from the original request, such as Notes, Attachments, and Associations. Note that copying Scoring and historical data (shown in the Activity Log) from the original request is not supported. 

When you copy a request you are presented with a modal that lists all the sections that are defined as part of that request's category. To copy the section data, simply click the checkbox next to the section. For example, if you copy the Associations data, the new request will have the associations defined in the original request. Or, if you copy the Notes data, the new request will have the notes that were written in the original request. Note that the Details section and its data is always copied (you won't see Details as a choice on the copy modal). Once you confirm the copy action this modal will be replaced with the request copy, which opens in a new and unsubmitted state. Again, fields and sections that are not configured to show on a new request will still have their data copied, they just will not appear until later in the workflow at the relevant gates.

Permissions

• Request > Create permission required to copy requests.
• All fields on the form and all data in selected sections will be copied, regardless of the current user's permissions. What the current user sees after the copy depends on permissions and new request configuration.