Idea ID: 2800918

Be able to duplicate any kind of record (not only Changes), ideas, incidents, proposal etc

Status : Waiting for Votes
over 1 year ago

In SMAX 2020.05 is still not possible to duplicate records like requests, incidents, proposals, ideas etc...

We are only able to create a duplication of a change.

it will be good to have the availability to duplicate also another kind of records like incidents, proposals, ideas etc.



Best regards


  • This is a critical feature that is required for our customers, as using processes and rules do not allow a screen pop while creating a record from another record.

  • Highly agree that this is required functionality with the ability to control what information is copied as each customer will be different.

  • Thank you for sharing your idea! It’s open for comments and kudos, and we’re looking forward to input from the community. Once there is enough community traction, it will be further reviewed by the product team.

  • I find this kind of functionality useful and saves time. My only concern is that some fields are copied across to the clone/template when it shouldn't. E.g assignee for Incident. Especially, when I am using the functionality to create a new incident for the same customer which is similar to a current incident.

    The functionality will need to be able to choose what fields to copy across.