To sync worknotes from SIR to Digital IT and vice versa

[Siva_Prasad]

We wanted to sync worknotes for SIR to Digital IT incident and viceversa , but we are not getting the exact requirement, any solution for this ? TIA

[Dr Atul G- LNG · Accepted solution]

Hi @Siva_Prasad "Your requirement isn't very clear to me as mentioned. However, if you're looking to sync data, you can create a Business Rule (BR) to copy the Work Notes from the SIR form to the Incident form. But please keep in mind that SIRs may contain sensitive or internal information that shouldn't be visible to everyone in the Incident record—so think carefully before implementing that.

[Dr Atul G- LNG · Accepted solution]

Hi @Siva_Prasad "Your requirement isn't very clear to me as mentioned. However, if you're looking to sync data, you can create a Business Rule (BR) to copy the Work Notes from the SIR form to the Incident form. But please keep in mind that SIRs may contain sensitive or internal information that shouldn't be visible to everyone in the Incident record—so think carefully before implementing that.

[Siva_Prasad]

 we wanted to sync worknotes of SIR incident to Digital IT  incidnet and worknotes of Digital IT incident which is related to security incident , can u provide any script any script as well? TIA

[Dr Atul G- LNG]

Hi @Siva_Prasad 

"I don't have the code handy right now, but you can search for examples like copying Problem or Incident Work Notes to an Incident Task. You can use that as a reference and modify it to fit your specific needs

[Ankur Bawiskar]

@Siva_Prasad 

Did you get a chance to check my below response?

I already shared the link where there is already a solution, you need to enhance it as per your requirement.

If my response helped please mark it correct and close the thread so that it benefits future readers.