Auto populate "Account" and "Contact" field for a CMS Case

CarolMa6
Tera Expert

Hi, 

 

I need assistance with auto populating these two fields "Account" and "Contact". Once the request is submitted to create a case the information loaded on the cases "account" changes, and the "contact" is cleared. The form doesn't take the correct values populated by the user when the case is submitted. 

 

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Regards 

CarolMa

7 REPLIES 7

Vishal Jaswal
Giga Sage

Hello @CarolMa6 

You haven't shared the script of record producer as shown below:

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If your record producer is successfully capturing the account and contact field value however it is getting cleared in the case form (native UI) then you have to check for ACLs or server side logic preventing it.

Try to print both the values in the case Internal Work notes from the record producer to validate the above.


Hope that helps!

 
see below, not sure what is partner for in this case 
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Regards

CarolMa

Ankur Bawiskar
Tera Patron
Tera Patron

@CarolMa6 

The contact field will auto populate the contact user who is raising the case from portal

The account field will auto populate the account to which the contact user belongs

The script you shared checks if the case is being raised for a partner account i.e. line 8 checks if the logged in user's account is not matching with the current accout

Explanation is already mentioned in the record producer script

AnkurBawiskar_0-1745574154490.png

 

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

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

@Ankur Bawiskar  

the account and contact field do not populate correctly. it shows in list view correctly but when you open the form the account field populates the wrong account, and the contact field is cleared. 

what am I missing? please help 

 

Regards 

CarolMa