Using the Clone Object Quick Action
You can use the Clone Object to copy and overwrite the specified fields from a business object record. You can set up the quick action to only overwrite certain fields on a business object record, as shown in the following example of the Clone Object quick action in the Incident workspace:
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1.
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Within the Configuration Console, open the for the incident business object. |
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2.
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From the Create New Actions tab, choose Clone Object from the list of options. |
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3.
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Enter information into the fields. |
Clone Object Quick Action
--fields--
Set Action Name |
A name for this quick action, such as Clone Quick Action. |
Assign a Category |
The category. Select from the drop-down menu. |
Publish to |
The roles that need access to this action. |
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4.
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From the Field Name drop-down list, choose Status, then from the Field Value drop-down list, select a value or enter an expression that prompts the user to select a status for the copied incident, such as $(Prompt("Select a status for the new incident", "")). |
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5.
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Click Add to add a row. |
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6.
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From the Field Name drop-down list, choose Owner. This makes the default owner the user who is cloning the incident. For the corresponding value, enter $(CurrentLoginId()). |
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7.
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Click Add to add a row. |
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8.
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From the Field Name drop-down list, choose Team. This makes the default team the team of the user. For the corresponding value, enter $(CurrentUserTeam()). |
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If you do not want values from fields such as Cost and Total TimeSpent copied, select the fields from the Field Value section and enter 0 for the corresponding field values.
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9.
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Click Add to add a row. |
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10.
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From the Field Name drop-down list, choose LastModBy to update the modified date. For the corresponding value, enter $(CurrentDateTime()). |
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11.
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Click Save . |