How to create templates with custom comment field?
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‎01-27-2023 05:46 AM
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‎01-27-2023 08:02 AM
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.