Cloning a PSC Record
You can clone a PSC record to create multiple record items with the same information.
To clone a PSC record:
1. Navigate to the PSC record you want to clone.
2. Click Clone Campaign in the Service Process Wizard component on the sidebar.
The PSC record details are displayed in the Clone Campaign window.
3. Verify or update the PSC details as described in the following table. You can choose to leave the values as is or update them, as per your requirements.
Field
Description
Fields marked with * are mandatory.
Product Service Campaign Name*
The name for the PSC record. You must always provide a new name for the clones PSC.
Description
The description for the PSC record.
Start Date*
The creation date of the PSC record.
End Date
The end date for the PSC header record.
* 
The end date cannot be earlier than the start date.
Product ID
The value of the Product record that is linked to the PSC header record. This value determines whether the criteria defined in the Search Criteria component is for a Specific Product.
* 
The product record value gets automatically populated in the Search Criteria component, limiting the search to this specific product. This selection can be changed later if required.
Status*
The status of the PSC header record. The following are the available options:
New
In Progress
On Hold
Completed
Closed
Cannot Complete
Canceled
* 
The status New is the default value for the status during the creation stage.
Priority
The priority of the PSC Header record. The following are the available options:
High
Low
Medium
Type
The type of service required for the PSC. The following are the available options:
Modification
Recall
Service
Upgrade
* 
This field may also have custom picklist values, depending on Admin configuration.
Default Delivery Method*
The delivery methods for the PSC record.
The following are the available options:
No Delivery
Case
Work Order
Return Order
Asset Notification
Opportunity
* 
The delivery methods selected for the PSC you are cloning are selected by default. However, you can change the delivery methods.
You can select up to three delivery methods for a PSC.
If you select the No Delivery option, do not select any other delivery method.
If you select more than three delivery methods OR select the No Delivery option along with other delivery methods, the following error is displayed when you save the PSC record:
The selections for the Default Delivery Method are invalid. No more than three options can be chosen, and no other options can be selected if ‘No Delivery’ is chosen.
PSC Configuration
The defined PSC Configuration template selected using the lookup field.
Send Notifications
This option is for sending an email notification to the user who is the owner of the PSC record.
* 
When you enable this option, the PSC owner receives an email notification both for the completion of the PSC Search process and when the Delivery Output records are generated.
Work Type
This lookup field is used for configuring the work type specific to the PSC record, which can be utilized to update the output records using work type and work plan.
Price Book
Use the lookup field to select the pricebook to be referenced for the PSC.
* 
This field is applicable only if you have selected Opportunity as the default delivery method.
4. Click Save to save the cloned PSC record.
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