Child Case record enhancement
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‎09-30-2024 11:33 PM
In the "sn_customerservice_case" table on the Case record, there is a Related List for Child Cases.
The requirement is that when users click the "New" button, a page should display all the fields from the Parent Case for selection.
After users select the desired fields, they will click the "Submit" button to create a Child Case.
The selected details from the Parent Case fields will then be copied into the new Child Case.
Could you please assist me in implementing these requirements?
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‎10-01-2024 02:39 AM
Hi @tindiz ,
Create one display business rule and in advanced tab under condition field write below code.
current.isNewRecord() && current.parent != ''
you can get the rquired field values from the parent using parent field. In this way you can populate child field values using parent record fileds.
If my solution works, please hit the Thumb Icon and mark as Correct!