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  • Add Steps: Clicking on the Add Steps button will show the Steps screen with steps from the source case already populated. Users can change the order of the steps, update (add, edit, delete) the steps or simply click ‘Save Steps’ to re-use the steps as-is.

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The user is returned to the page from where the Copy action was clicked with a success message. Users can click on the link of the newly created case in the success message to navigate to the new case.

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