Copying of fields from Parent Case record to Child Case record

[tindiz]

In the "sn_customerservice_case" table, the Case record features a Related List for Child Cases.

The goal is to ensure that when users click the "New" button on the Child Cases related list, the following fields from the Parent Case will be copied over to the Child Case by default:

correlation_id
category
account
contact
u_notes
contact_type
priority
assignment_group
attachments

And then there should be a pop-up message if they also would like to get the "short_description" and "description" to be copied as well as these are optional only. The question should be answerable by YES or NO. If they select YES then it will be copied over if NO then it should not.

Could you help me implement these requirements?

[sejal1107]

Hi @tindiz 

Your child case form does not have parent field on the form 

thats why it is not getting copied

[tindiz]

yes it does not have.. my apologies, but what I should I do.. I checked the form layout and it is under parent.number field but I cannot just add this on the form. It is not included on the requirement.  

[tindiz]

@sejal1107 also noticed that it has this message on the Client Script and btw, I impersonated a user that has the "sn_customerservice_manager" role.