Additional Customer Information Fields

[jared_wentzel]

What is the easiest way to populate additional incident form fields with information about the Customer selected? for example when creating an incident and selecting a customer I would like to populate a field (Customer Phone) with the customer selected's phone number. I would like to have a template setup so I can create additional fields using this method as well but I am stuggling...

[justin_drysdale]

The method we selected is onChange client script set to run on 'requested_for'.   Once the user is selected, the onChange fires and retrieves info on the user and populates those other fields (phone number, location, etc).

[akt_snow]

Hi Jared,

Instead of auto-populating fields on the incident form using a script that gets the data stored in the user table, I would suggest that you add the user table fields to the incident form view itself.

For writing a script refer to the below link:

Useful Field Scripts - ServiceNow Wiki

Thanks,

Avneet

[jared_wentzel]

How would I go about adding the User table fields to the incident form like that? My end goal is to put these fields into email notifications and I am stuggling with finding fields like the customers phone number...

[Jim Coyne · Accepted solution]

As Avneet mentioned, you are probably better off adding the fields from the reference table.   This link shows you how - http://wiki.servicenow.com/index.php?title=Dot-Walking#Dot-walking_in_List_Collectors.   The data will be updated automatically for you whenever the reference field is changed.

Even better, teach your users they can just hover over the reference icon to see additional information related to the record - Reference Icon - ServiceNow Wiki.   This eliminates the need to add too many fields on a form.