Copy a change request

You can copy details of an active or canceled change request to a new change request.

Before you begin

Role required: itil or admin

About this task

The administrator configures which of the following items are copied to the new change request.
  • The content that is copied.
  • The attributes or fields and values that are copied. All non-copied attributes are reset to default values.
  • The configured related tables that are copied.
Note: You cannot copy change details from a standard change.

New change tasks can be created when a change is copied. If your change record has associated workflows that create change tasks, then these change tasks may not be copied because the workflow creates them. Only manually created tasks are copied, if the workflow when creating the task sets the created_from field on the change_task table to workflow. The created_from field has a default value of manual.

Procedure

  1. Navigate to the change request to be copied.
  2. Click the Copy Change button on the change request form to copy change details.
    A preview of the new change record appears with values from the original source change record.
  3. Edit values on the newly created change record, as appropriate.
  4. Click Submit to create a new change request record.
    Note: If you click Cancel, the copied change request record is canceled and no new record is created.

What to do next

After an existing change request is copied and a new one created, it is sent for processing to the change manager. The change manager then reviews, approves, implements, and closes the change request as necessary.

In addition, you can associate CIs to the newly created change request.