How to copy data from a field into a variable in the Service Portal?

MGD_1
Tera Contributor

Hello all,

 

I have performed an exhaustive search on how to copy a field value from a backend record to a service portal variable when the form is accessed and I cannot find anything exactly like this.  I've seen info about widgets and such, but that's not what I need.  Please help if you can.

 

What I'm trying to do:

A Scrum Task automatically gets created when a Story is created.  When someone fills out the Assigned To or Assigned Group on the Scrum Task, it automatically sends out an email notification to that user or users with a link in the email notification to advise them they have a sign-off waiting in the service portal.

 

I need to be able to have the customer click on the link in the email, where it will open that specific Scrum Task in the service portal and fill in certain variables, so the customer does not have to enter anything and knows the exact task they are looking at.  I cannot seem to find a way to copy the proper fields over to the service portal variables and have them show up.  I have tried client scripts, business rules, UI Actions, etc. and I can't seem to find a way to copy over the data to the variables for display.  I'll make them read-only as well.

 

I would greatly appreciate it if anyone can help.  Thank you.

1 ACCEPTED SOLUTION

I wouldn't recommend going that way. Not only will you invest significant effort and accumulate technical debt, but you will also be building an alternative Approval functionality that would bypass the licensing requirements. If ServiceNow folks find it out, they will charge you for those users as for Approvers in the same way as if you used the standard Approval functionality.

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MGD_1
Tera Contributor

Yup...I just find out that you need an approver/Business/ITIL license to use the approver function, even via the Portal.  Boooo.  😞  So, now I am back to my original request of how to populate the Portal page with the Scrum Task record info.

I wouldn't recommend going that way. Not only will you invest significant effort and accumulate technical debt, but you will also be building an alternative Approval functionality that would bypass the licensing requirements. If ServiceNow folks find it out, they will charge you for those users as for Approvers in the same way as if you used the standard Approval functionality.

MGD_1
Tera Contributor

@Slava Savitsky  Understood.  I didn't know that was technically going around the approval requirements/license requirements by ServiceNow.  Otherwise I wouldn't have even suggested it.  I appreciate the info and will go back to my stakeholders and advise them as of such.  Again, thank you.  

 

Take care,

Mat