How to create templates with custom comment field?

Luiz8
Tera Contributor

Hi Community,

Does anyone know how to create a template looking for variables present in the current record?
For example, I would like to include the name of the caller in the template comment message as shown in the attached image.

Thank you in advance.

1 REPLY 1

Claude DAmico
Kilo Sage

I've attempted to use templates like this before. Unfortunately, that did not work using javascript for a text field like Work Notes and Additional Comments. I ended up creating a UI Action for the form that opened a modal UI Page where I have configured a number of scripted templates that gather details from the form as you are trying to do. Our users are able to select options from a dropdown to filter to specific types of templates. Then, they select the actual template they want to apply from a second dropdown. Finally, they click OK to apply it to the record. For our use case, this was set up only for the incident table.

Claude E. D'Amico, III - CSA