Configure button to show linked task ticket

[joshmorris]

Hi everyone, On an interaction record I have added a custom field called transferred to referenced the task table this was in the hope that when I associate a record with an incident it would populate the transferred to field but it doesn't. Does anyone know how to configure this?

[Shivalika]

Hello @joshmorris 

Yes definitely, we do have this and not only are we assign work notes we are also copying attachments if any exist. 

So you can go by Flow Designer or Business Rule. 

Then in there add trigger on "Record created". Give condition as table is "incident" or request" whatever - and "Origin Table" as "Interaction" 

Then you can just modify the field in related interaction with your work notes. 

Please mark this answer also as solution as this is answer to another one of your questions and original question was answered. 🙂 This will help me recognized for my knowledge and contribution on platform and definitely help future readers as many have queries on virtual agent. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

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[Shivalika]

Hello @joshmorris 

You can accept multiple solutions. So if that answered your query - you can "Accept Solution" there as well - with new community update one can accept multiple solutions. Thank you so much !!

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY QQ