Copy a case in Agent Workspace for HR Case Management

task brazil Updated Sep 10, 2026 1 min read copy-case-hr.md
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Create a copy of a case to auto-populate the case values without having to fill in the fields manually.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.

  2. Select a case from which you want to create a copy.

  3. Select the [Omitted image "more-icon.png"] Alt text: More Actions icon icon at the top right-hand corner of the Details tab.

  4. Select Copy case.

    • A copy of the case is created in Draft state.The activity stream displays information about the previous case from which this case is created.
    • By default, opened_for, subject_person, hr_service, skills, priority, assignment_group, assigned_to, and short_description, are copied to the new case. You can configure the fields that you want to copy to the new case in the Copy case attributes setting in Page configurations.
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