Add custom field to be copied on "create task" ui action on idea form""

Rahul Singh3
Tera Contributor

We are using OOB "create task" ui action on idea form to create demand.

Now I have added 2 custom field "actual start data from manager" on both idea and demand.

I want to copy the value for new field from idea form to demand form when the UI action is clicked. 

 

Can someone guide me with this ?

1 ACCEPTED SOLUTION

POOJA SINGH18
Mega Guru

Hi @Rahul Singh3 ,

Well this took me a little effort you get to it :). So basically in UI action its a API call and from there the record insertion is happening either on Demand or Project (based on user input).
The Field map is  happening from CSM Table map (csm_table_map). Follow below steps:
1. Open csm_table_map.LIST

2. Open the record "Idea to Demand"
3. Go to script and add the below line of code.

POOJASINGH18_0-1690047398983.png

This will map your field. Its working perfectly in my PDI.


Hope it helps and please mark helpful if it solves the issue.

Thanks,

Pooja Singh

View solution in original post

4 REPLIES 4

Kiran_45
Giga Guru

Hello @Rahul Singh3 ,

 

Please update the same ui action. or share the script which is troubling you

 

Regards,

Kiran

Hi Kiran,

 

That script is calling an api . from scripted rest api it calling a script include. Its too complicated for me so I asked here

 

@Rahul Singh3 

 

Then you have to search in the script where field mapping in done, then add your field.

POOJA SINGH18
Mega Guru

Hi @Rahul Singh3 ,

Well this took me a little effort you get to it :). So basically in UI action its a API call and from there the record insertion is happening either on Demand or Project (based on user input).
The Field map is  happening from CSM Table map (csm_table_map). Follow below steps:
1. Open csm_table_map.LIST

2. Open the record "Idea to Demand"
3. Go to script and add the below line of code.

POOJASINGH18_0-1690047398983.png

This will map your field. Its working perfectly in my PDI.


Hope it helps and please mark helpful if it solves the issue.

Thanks,

Pooja Singh