Create change request Declarative Action. How to set field values?

pratik23
Tera Contributor

‎08-08-2025 02:57 AM

Hi ,

When I click on create change Request Declarative Action on Sow for incident Record it copies the short description and Description to the change Request form. In similar way I want to copy the INC number as well to be set as parent of change Request. 
I know there is Incident fixed by change and Change Request field on incident table but ask is i should set parent field on change Form as the incident number.

pratik23_0-1754647011867.png

 

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abirakundu23
Mega Sage

‎08-10-2025 06:34 AM

Hi @pratik23 ,

Yes, you can set the parent field on the Change Request to point to the Incident record that triggered the Declarative Action that you have highlighted.


You're using a Declarative Action on the Incident form and trigger this Action launches a Change Request form.

You want the Incident record to be set in the parent field on the new Change Request (i.e., change_request.parent = incident.sys_id).


Please mark helpful and correct answer if it's worthy for you.

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