Copy a Help Desk Request

You can copy an existing help desk request to quickly create a new one, when most of the information is the same. Here's how you do it:

1. Open the Help Desk Request you want to copy.

2. In the Assistant, enter Copy.

   You can also enter synonyms such as Clone or Duplicate.

3. Select Copy Help Desk Request from the list of suggested actions.

   The Copy Help Desk Request page is displayed in a new browser tab. The data from the service request you're copying, is pre-populated.

   

4. In the Title field, enter a title for the request you're creating.

   This is the only required field on this page.

5. Modify the values in other fields as appropriate.

   For more information, see the "Create a Help Desk Request" topic.

6. From the Assign To drop-down list, select the agent you want to assign this request.

7. To copy all of the contacts associated with the request that you're copying, select the Copy All Contacts check box.

8. To copy all of the team members associated with the request that you're copying, select the Copy All Team Members check box.

9. Click Copy.

   The Help Desk Request Overview page is displayed with the new request you created.