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Need to copy a Request from one Request type to another Request type

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PPMRam
Super Contributor.

Need to copy a Request from one Request type to another Request type

Hi,

 

Is there any possibility to copy a Request from a Request Type to Another Request type.

 

Currently iam using the Request of the "Project - Base cost"  Request type.SO i need to convert the Basecost Request type to

"Project - Tollgate" Request type. Is there any possibility or option to convert or copy that request?

Please suggest me.

 

Regards

Praveen

 

2 REPLIES
Niraj Prabhu
Outstanding Contributor.

Re: Need to copy a Request from one Request type to another Request type

Praveen,

If you want to copy the reqeust to the same request type, then ootb copy request button is useful.

If you want to copy to another request type, then create_request workflow event as a copy transition, and have user submit the request. This would be easiest configuration to get what you need.

You can also use the ksc_copy_request depending on your needs.

Let me know if you have any specific questions, after trying these options.

Niraj P.
Raj Ghimire
Outstanding Contributor.

Re: Need to copy a Request from one Request type to another Request type

If you either create a new Request from the Reference Section below (References: New Reference-Request(new)->Add), the fields with the "Same" token value will get coopied over to the new reuquest type that you are creating. The same could be true if you create a different request from the Worklfow step.

Thanks.

-Raj