How to inherit incident task values from parent incident when the incident task is not saved yet
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05-10-2024 06:45 AM
We are looking for a way to inherit data from a parent incident of a newly created incident task that has not yet been saved to the database.
To elaborate, we would like to keep the a newly created incident task from being saved automatically to allow time for users to make changes and updates to the fields present on the incident task record. We would also like to be able to inherit much of the information present in the parent incidents record as to help alleviate any extra work in terms of providing a description, date, and so forth.
We have created a number of solution but each one will only function if the incident task gets saved first and then pulls in the parent incidents records.
Is it at all possible to accomplish this?

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05-10-2024 10:06 AM
Yes this is possible, but the method will depend on how you're triggering a incident task from the incident. Are you using an UI action on the incident, or are users using the "new" UI action on the incident task related list?
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05-14-2024 05:58 AM
I am currently still using the original UI action on the incident. Would I need to switch over to a different action to accomplish this?