Built something you're proud of? Tell the story. A quick G2 review of App Engine or Build Agent helps other developers see what's possible on ServiceNow. Share your experience.

How to pass account value to record producer when clicked on Create Case using case type selector?

Devangi S
Tera Contributor

We have Create Case button in Account table. We allow user to create case from Account record by clicking on Create Case button which displays the Case Type Selector page that displays the record producers of all case types. When user selects any one record producer that has the account variable, it must auto populate the account from which Create Case was clicked. But it's not working. When we dont have any record producer and directly displays the sn_customerservice_case.do, it displays the account. How can we auto populate the account using record producer?

8 REPLIES 8

Ankur Bawiskar
Tera Patron

@Devangi S 

is this an OOTB declarative action or custom one?

share screenshots

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

Hi @Ankur Bawiskar 

It is an OOTB declarative action on customer_account table.

DevangiS_4-1776685071458.png

 

 

@Devangi S 

I couldn't find in my PDI

Any separate plugin to activate?

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

Ankur Bawiskar
Tera Patron

@Devangi S 

you can store the account sysId in session variable and then use onLoad client script on Case form to get that session variable and set that field

check this

How to use session variable in service now 

💡 If my response helped, please mark it as correct and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader