Snapshot a change form

Sometimes there's already a change form similar to one that you need to create. It's simple to "take a snapshot" of the source change form and then edit the snapshot target to reflect your new requirements.

Rules §

  • The source change form must have been saved at least once, but it doesn't need to be at any specific lifecycle.

  • The user must be assigned a role that includes the ability to create new change forms.

  • The snapshot must be a change form and is not, for example, a document type or part type.

  • A value in the source will be copied only when it is enabled in both source and target, and is not empty in the source.

Copied values §

The system creates a new target change, with its normal starting values, then copies the following data from the source change:

  • Primary discussion

  • Secondary discussion

  • Problem source

  • Change reason

  • Change classification

  • Priority

  • Person 1

  • Person 2

  • Analyst, if the source analyst's Persons record is active and the target Analyst is empty

  • Starting date/serial

  • Ending date/serial

  • File attachments

  • Each custom attribute where its Name and Scheme match on source and target

1. Take a snapshot §

Snapshot Duplicate §

This copies the active change form's data into a new record using the same Change Forms collection member.

  1. Locate the change form that you want to copy using the Item Explorer.

  2. Select the change form and open it so that it is the active (front-most) window in your item workspace.

  3. Select the Snapshot Duplicate command from the Edit menu or press Ctrl+D on your keyboard.

When the new change form window opens, fill out the necessary information as outlined in Originate a new change form.

Snapshot Convert §

This copies the active change form's data into a new record, converting data as needed into the selected Change Forms or Part Type collection member.

  1. Locate the change form that you want to copy using the Item Explorer.

  2. Select the change form and open it so that it is the active (front-most) window in your item workspace.

  3. Select the Snapshot Convert command from the Edit menu.

  4. Select the desired Change Forms or Part Type collection member, and then click the OK button.

2. Edit the record §

Fully describe your new change form:

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Help Guide Contents [PDF]