Hi team , under interaction record level we have "Internal Transcript " field here we have agent
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11-11-2025 07:31 AM
Hi team , under interaction record level we have
"Internal Transcript " field here we have agent and customer interaction history is stored and we two ui actions is there which are
"create incident"
"create request"
whenever incident created then copy "Internal Transcript" to incident work notes level.
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11-11-2025 09:34 AM
Hi @AA6 ,
I tried your problem in my PDI and it works for me Please check solution below
In Interaction table I created a field called - Internal Transcript and type is string also created a UI Action called "Create Incident"
Once I click on UI Action Incident record created
Please check UI Action code
var inc = new GlideRecord('incident');
inc.initialize();
inc.caller_id = current.opened_for;
inc.short_description = current.short_description;
inc.description = current.description;
if (current.internal_transcript)
inc.work_notes = 'Internal Transcript copied from current:\n\n' + current.internal_transcript;
var incID = inc.insert();
Please mark my answer correct and helpful if this works for you
Thanks and Regards,
Sarthak