Mimic the Save As button functionality for Cases Records

Question:  How to have a Save As button functionality for Case records.
 
Answer:

1. Create a Case saved search through Lists > Support > Cases > Search > click Create Saved Search button.

For the Criteria tab, select all stages:

Filter: Stage

Description: is any of Open, Escalated

For the Results tab:

Sort By: Number - Descending is checked

On the Columns subtab:

Field: Number

2. Click Save and take note of the Saved Search ID.

3. Create a Workflow Action Script. You can do this by navigating to Customization > Scripting > Scripts > New > Workflow Action. You should have the Setup as follow:

Deployments Tab:

Applies To: Case

Deployed: Yes

Status: Released

Parameters Tab:

Return Type: List/Record

List/Record: Case

Upload the script file and script file should have the following contents:

function test_wf_action(){

var recordId = nlapiGetRecordId();

nlapiLogExecution('DEBUG','recordId', recordId);

//Load the current case record

var recs = nlapiLoadRecord('supportcase', recordId);

//Create a new case record

var createRecordReference = nlapiCreateRecord('supportcase');

//Assign the values of the old case record to the new one

createRecordReference = recs;

//Make sure to place the id field as null

createRecordReference.setFieldValue('id', null);

//Reference the saved search we created in step 1.

var searchResultCaseNum = nlapiSearchRecord('supportcase', 'customsearch223', null, null,null);

//If we have Auto-Numbering enabled for Case Records, this will give us the next count.

createRecordReference.setFieldValue('casenumber', searchResultCaseNum[0].getValue(new nlobjSearchColumn('casenumber', null,null)));

nlapiLogExecution('DEBUG','case number', searchResultCaseNum[0].getValue(new nlobjSearchColumn('number', null,null)));

//Submit the new record

var newRecordId = nlapiSubmitRecord(createRecordReference, true, true);

nlapiLogExecution('DEBUG','newRecordId', newRecordId);

//pass the record id and this will be handled by a Workflow

return newRecordId;

}

4. Make sure the Script Deployments of the Workflow Action Script has Execute as Admin checked.

5. Create a Workflow. You can do this by navigating to Customization > Workflow > Workflows > New. You should have the workflow setup shown below:

Workflow Basic Information

Record Type: Case

Execute as Admin: Checked

Release Status: Released

Initiation:

On Update: Before Record Load

Click New State button

State 1:

Actions tab:

Click New Action button

Workflow Action: Add Button

Trigger On: Before Record Load

Label: Save As

Transition to State 2

Button: Save As

Click New State button

State 2

Fields tab:

Click New Field button

Label: Record Internal ID new case

Type: List/Record

List/Record: Case

Store Value: checked

Click Save

Actions:

Workflow Action: Custom Action: [this is the workflow action script we created] Trigger On: Entry Store Result In: Record Internal ID new case <-- this is the Field we created

Workflow Action: Go To Record

Trigger On: Entry

Parameters: Record Type - Case and ID - Record Internal ID new case (State) 

Notes:

1. This mimics the Save As button functionality.

2. Only draw back is, the Button created via Workflow is currently also shown in View Mode.

3. A better workaround rather than manually copying the values to a new record.

4. You can modify the workflow action script respectively if you want to set a particular field to blank on the record being created.