Copy information entered on the description field of interation workspace to different form

[Ms_Jordan]

Hello all 

I am working on the workspace and I did like to copy information entered on the description field of interaction to the description field of the create incident 

In other words, when I create a new interaction on workspace and save

a create incident button displays, when I click on create incident button

this creates and incident ticket

I did like for any information I entered on the description field of interaction workspace to display also on the incident 

Thank you all in advance 

[Alex Tod1]

Hi @Ms_Jordan,

 If I understood the question correctly, I would try the following things:

    You need 2 Client Scripts (1 onChange/Submit and 1 onLoad), to take the information from the form, you also need to save the information somewhere (you need to think in what context you will put the information on the incident, it depends on the type of incident, do you want the same information on any new incident form?), You need a field to save the information or maybe a table (you must clarify). In this case, you can save by calling an script include, so you will also need an script include (to save the information). For the incident form, you need a client script that will trigger when the form is opened, in it you will call the script include that will put your information on the form. Make sure that the client-scripts are applied to your workspace, that is, the view is set to the workspace application. 

[Ms_Jordan]

Hi Alex

So they way I expect it to work, is I open up and interaction by going to workspace> interaction. Entered all required information and select save convert the interaction to a change, I simply click the "create change request"  button on the interaction form

This will automatically convert my interaction to a change, I simply want the description field to copy over to the the description field  of the change form

I expect this to be an onLoad client script but not sure how to get it done

[Ms_Jordan]

@Alex Tod1 

Yea so what I really need is lets say open a new interation by going to workspace > interaction and completing and required information on the form and save

Then I decide to convert this interaction to a change request, I clikc on the create change request button on the interaction form

his create a new change reques, I just want the description field on the interation to copy over to the description field of the change request

Thank you 

[Alex Tod1]

Figure out which is the relationship between interaction and change, or you can set the parent of the change to be that interaction (in the "Create change" ui action), it would be much easier that way, then you would make a business rule that checks if it has a parent interaction, then just copy the description in that business rule.