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Copy to New for End Users

jodi_wald

jodi_wald Member IT Monkey ✭

September 2023 in Self-Service Portal - Community

In the Cireson Portal, Analyst are able to use 'Copy to New' task to copy a work item (SR or IR). How do we allow the End Users to use the 'Copy to New' task. They don't have that as a Task in the Tasks bar while viewing a work item (SR or IR).

However, we don't want them to see that task if the SR has Activities since the Activities are not copied to the new work item.

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Geoff_Ross Cireson Consultant O.G.

March 16 Answer ✓

Hey Jodi,
This is an old thread but this could be done with a custom task.
https://kb.cireson.com/article/how-to-advanced-custom-form-tasks/1188
Geoff

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Geoff_Ross Cireson Consultant O.G.

March 16 Answer ✓

Hey Jodi,
This is an old thread but this could be done with a custom task.
https://kb.cireson.com/article/how-to-advanced-custom-form-tasks/1188
Geoff

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