Passing account field from Create Case ui action on account form to interceptor to case type form

rubesh_u
Tera Contributor

I have an UI action on the account form called "Create Case". 
When clicking on it it should show case type interceptor and 

after selecting the case type it should populate the account value from that Account record ?
How can we achieve this?
I see that we have these things in CSM Workspace. How to do it in platform view?

1 ACCEPTED SOLUTION

@rubesh_u 

you can store the account sysId in session variable and then use onLoad client script on Case form to get that session variable and set that field

check this

How to use session variable in service now 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

View solution in original post

7 REPLIES 7

Ankur Bawiskar
Tera Patron
Tera Patron

@rubesh_u 

so what did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Hi @Ankur Bawiskar 

  I have this UI action on the Account form and I am able to open the interceptor. But I don't know how to pass the Account Name to the target Case type form (after when the user selects the case type).

The Account name should be auto-populated on the Form.

rubesh_u_0-1740916755848.png

 

@rubesh_u 

you can store the account sysId in session variable and then use onLoad client script on Case form to get that session variable and set that field

check this

How to use session variable in service now 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

@Ankur Bawiskar 

Is there Any other way around other than session variables or g_scratchpad?