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Create an Incident from an Activity

In order for a user to be able to create an Incident from an Activity, a user must have either Full Control or Allow Add privileges enabled for Incident data forms.

When a user with the proper privileges creates an Incident from an Activity, most of the Activity fields that contain data will be transferred to the Incident automatically.

For a complete list of the fields that are automatically transferred, download the attached Activity to Incident Fields.pdf file.

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