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Auto fill Catalog Item from Interaction

ZachFunderburk
Mega Guru

In the Service Operations Workspace, I've set up a new UI Action on the Interaction table form to open a custom Service Catalog Item (so the catalog item would be opened in a sub-record tab of the Interaction). However, I need to be able to automatically fill in some data on the Catalog Item form with information from the Interaction record. I'm not seeing any way that a query could be set up for the retrieving this information, so any advice or assistance will be appreciated. 

1 ACCEPTED SOLUTION

ZachFunderburk
Mega Guru

I got this solved. on the m2m_sp_portal_catalog table, I was able to update the Service Workspace Portal record to point to one of the correct catalogs. Then adding in a new record that pointed the other catalog to the SWP updated the OOTB Create Request button to open as needed. 

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2 REPLIES 2

Markus Kraus
Kilo Sage

The OOTB "Create Incident" UI Action /sys_ui_action.do?sys_id=a89d504b873303002ae97e2526cb0bdd can give you some guidance to achieve this.

 

ZachFunderburk
Mega Guru

I got this solved. on the m2m_sp_portal_catalog table, I was able to update the Service Workspace Portal record to point to one of the correct catalogs. Then adding in a new record that pointed the other catalog to the SWP updated the OOTB Create Request button to open as needed.