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Copying a request

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If your process administrator has configured the process to allow end users who submit requests to copy their previously submitted requests, you can do this by selecting the Copy Request button in the Request Detail tab of your request. Two other preconditions must also be in place to copy a request:

  1. A form task must be the first task in the process. This can still apply when that first form task has multiple recipients.
  2. You can only copy requests for which you were the original requester.

Request Detail tab with the Copy Request button highlighted in yellow beside Cancel Request

You’ll be given an option to name the new copy of the request.

New Request Name dialog with the name of the new request filled in and Cancel and OK buttons

After you select OK, the initial form opens with the original request’s answers and selections already filled in. This is a new request, not an edit to the original.

Copying also works when the first task is assigned to Client. The copied form retains the original submitted values even when the new request has a different Client.

Review the copied answers before submitting. Update values that could have changed, such as dates, people, or request details. Then submit the form to start the new request.

If Copy Request is missing, check with the process administrator that copying is enabled and the process starts with a form task. The option is only available to the original requester.