Clone a case to generate a new case using information from the existing case.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To clone cases: | Create on cases |
The Clone button on a case quickly generates a new case using information from the existing case. For example, to log multiple issues for a customer on a support call.
In new orgs, the Clone button is available on the Cases page layout by default. In existing orgs, add the Clone quick action to the page layout.
- Click Clone on an existing case.
- Enter or change any information for the new case.
- Check the box and assign the case automatically using your active assignment rule.
- Click Save.
Note If you have read-only access to a field, the value of that field isn’t carried over to the
cloned record.