Auto populate "Account" and "Contact" field for a CMS Case
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04-24-2025 09:59 AM
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.
Regards
CarolMa
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04-24-2025 11:54 AM
Hello @CarolMa6
You haven't shared the script of record producer as shown below:
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!
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04-25-2025 02:20 AM
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04-25-2025 02:43 AM
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
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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04-25-2025 07:41 AM
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