Populate short description and description on REQ and sc_task form

[Jayashri Sonawa]

The requirement is, The fields "Summary" and "Description" are filled for the Requested Item, but no summary and description appear in the "Request" and "Catalog Task". We need to populate the Summary in Short description and Description in Description for Request and Catalog task for particular catalog items only not for all.

Please help me on this.

[Robbie]

Hi @Jayashri Sonawa,

When does the Summary and Description for Request Item get set?

Do the particular Catalog Items run against specific workflows or flows? Why not set the values within the workflow and flow and assumed same time as the Request Item for the Request and then on the trigger point and creation of the Catalog task.

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Thanks, Robbie

[Vrushali Kolte · Accepted solution]

Hello @Jayashri Sonawa ,

If you are creating a task using a workflow or flow, you can update the task description during its creation using the current object available.

Otherwise, you can create an "After insert" Business Rule on the sc_req_item table. Use a GlideRecord query on the sc_task and sc_request tables to update the description. You can add conditions to ensure the Business Rule only executes for specific catalog items as needed.

If my answer solves your issue, please mark it as Accepted ✔️& Helpful👍!

[Jayashri Sonawa]

Hello, Vrushali

I tried business rule for sc_task and its working but the problem is some of the catalog items summary variable not present. then how I can set the condition for that ?

and my business rule for REQ is not working.