How to copy the details from one form to another form in service portal?

[RevathiV]

Hi all,

I have a record producer Form A on portal and after submitting this form A, a button 'Proceed' will be visible. On click of this button another record producer Form B will open on the portal (The code for onclick of this button is written in a widget).

The Requirement is, I need to copy certain values submitted in Form A and populate it onload in Form B. 

Could you please suggest on how to achieve this requirement. 

Many Thanks

[JenniferRah]

You may want to look into order guides. The user can fill out the shared fields on the "Describe Needs" section and then be forced to create both Form A and Form B in the "Fill Out Form" section, and you can populate the fields in both forms.

[Ravi Chandra_K]

Yes, As Jennifer mentioned order guide suit for this requirement...

Please mark the answer as helpful and correct if helped. 

Kind Regards,

Ravi Chandra  

[Revathi10 · Accepted solution]

Step 1:
The code for onclick of 'Proceed' button is written in a widget - In this widget in Client Controller I added

window.open('portal_url_of_record_producer_B&formARec='+$scope.data.sys_id,'_blank');

here $scope.data.sys_id contains the sys_id of the record on submit of Record Producer A.

Step 2:
I created an OnLoad Catalog Client Script on Record Producer B.
Script: 

function onLoad() {

var urlParams = new URLSearchParams(location.search);
var tempRecordID = urlParams.get('formARec');

if (tempRecordID) {
var ga = new GlideAjax(<Script Include name>);
ga.addParam('sysparm_name', <func name>);
ga.addParam('sys_id', tempRecordID);
ga.getXML(myCallBack);

function myCallBack(response) {
var answer = response.responseXML.documentElement.getAttribute('answer');
var recData = JSON.parse(answer);

g_form.setValue('<field_name>', recData.<field_name>); 

// Added setValue for all the fields that need to be populated on Record Producer B
}

}
}

Script Include:

 var tempRec = this.getParameter('sys_id');

        var formRec = new GlideRecord('<record producer A table>');

        if (formRec.get(tempRec)) {

            var obj = {};

                obj = {

                    key: value,

                    key2: value2

                };

            return JSON.stringify(obj);

        }