Service Manager
Clone Object Quick Action
•About the Clone Object Quick Action
About the Clone Object Quick Action
The Clone Object quick action creates a copy of the selected record and overwrites the specified fields, including copying from one-to-one relationships.
•To avoid copying values for any field (such as ResolutionEscLink, ResponseEscLink, WaitingEscLink, and ClosingEscLink), set the value to empty.
•When choosing a field that uses counters (such as AssignmentID or IncidentNumber, you must enable the Unique property (see Working with Fields). Otherwise, you will have multiple records with the same numbers. Counters are invoked through a business rule (see Using Business Rules).
Field with Unique Property
A Business Rules Using a Counter
In this case, the field value can be left empty.
Parameters
Parameter | Description |
---|---|
Enter action name | A unique name for the quick action. |
Enter action description | Optional. A description of what the quick action does. |
Enter category | Optional. The category. Select from the drop-down list. |
Field Name |
The field name. Choose from the drop-down list. |
Field Value |
The field value. |
Actions
Button | Action |
---|---|
Adds a field to the list. | |
Removes a field from the list. | |
Save | Commits your settings. |
Cancel | Exits without saving. |
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