Copy some fields from interaction to case record

Max64
Tera Contributor

Hi All,

 

I would like to edit the 'Create case' button from Interaction table in Workspace

I would like to copy some data from interaction to case record when I create case.

Screenshot 2023-10-06 000642.png

 

I found that the Ui action record of Interaction table is inactive. But I'm not sure how to edit this Ui action in Workspace.

Screenshot 2023-10-06 001046.png

 

Could you please advise that which record to create script for copy the data from interaction to case?

3 REPLIES 3

Voona Rohila
Kilo Patron
Kilo Patron

Hi @Max64 

Check this UX Form Action - https://dev00000.service-now.com/sys_ux_form_action_list.do?sysparm_query=sys_idINb8fb227b98df5010f8...

and Action Assignment- https://dev00000service-now.com/sys_declarative_action_assignment_list.do?sysparm_query=sys_idIN99ce...

 


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Kind Regards,
Rohila V
2022-25 ServiceNow Community MVP

Hi @Voona Rohila 

 

How to create a script like a UI action?

I want to copy a short description field from interaction to case. 

Here is an example script on UI action.

var newRecord = new GlideRecord("sn_customerservice_case");
newRecord.initialize();
newRecord.setValue("shortdescription", current.getValue("shortdescription"));
action.openGlideRecord(newRecord);

 

you can update this logic in create case ui action.


Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for
Kind Regards,
Rohila V
2022-25 ServiceNow Community MVP