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Adding a variable to the secondary fields displayed on header

ShaziyaS4380655
Tera Contributor

@Brad Tilton 

 

 

 

If i want to add the variables that is present in the variable set , and when a request is created form the portal we will have this variable onto the requested item ,so how to add the variable to the secondary fields displayed on header in the workspace , how can it be achieved.

1 ACCEPTED SOLUTION

svirkar420
Tera Guru

Hello @ShaziyaS4380655 ,

This can be done using a business rule here is how you can do it.

create secondary custom fields on the sc_req_item table for the variables that you want to display in the workspace header example u_location u_customer_name etc then use a business rule on the ritm creation to copy the values from the catalog item variables into these fields this ensures that whenever a request is submitted the values from the variable set are stored in dedicated fields finally go to ui builder open the record header configuration for sc_req_item and add these custom fields into the secondary fields section now when an agent opens the request in workspace the variable values will be visible in the header.

 

@ShaziyaS4380655 , Please mark this solution as Accepted and Helpful as it will be helpful for other users as well.

Best Regards,

Saurabh V.

View solution in original post

8 REPLIES 8

svirkar420
Tera Guru

Hello @ShaziyaS4380655 ,

This can be done using a business rule here is how you can do it.

create secondary custom fields on the sc_req_item table for the variables that you want to display in the workspace header example u_location u_customer_name etc then use a business rule on the ritm creation to copy the values from the catalog item variables into these fields this ensures that whenever a request is submitted the values from the variable set are stored in dedicated fields finally go to ui builder open the record header configuration for sc_req_item and add these custom fields into the secondary fields section now when an agent opens the request in workspace the variable values will be visible in the header.

 

@ShaziyaS4380655 , Please mark this solution as Accepted and Helpful as it will be helpful for other users as well.

Best Regards,

Saurabh V.

i have catalog item in which i have added variable set which has a variable called as TYPE , when a request is created from the employee center portal then the user fills the field , Requested items is configured into workspace via UXLIST CATEGORIES and onto the requested item record form i want this variable to be present onto the secondary fields displayed on the header

@svirkar420 

yes this worked.

@ShaziyaS4380655 , Happy to help.

Best Regards.

Saurabh V.