Hello
ManageEngine Community,
I'm using
ServiceDesk Plus On-Demand and need assistance with template customization and
data population.
Background:
- Template A: A frequently used request template
with fields used when creating follow-up requests.
- Template B: A template for specific
follow-up actions based on Template A.
Objective:
Enable
users to create a new service request using Template B directly from an
existing Template A request, with specific fields in Template B pre-populated
based on data from Template A. This aims to streamline our workflow and reduce
manual data entry errors.
Current Workflow:
- A user creates a service
request using Template A.
- From within the Template A
request, the user selects Action > Create Service Request and
chooses Template B.
- Desired Outcome: When selecting Template B,
certain fields automatically populate with corresponding data from
Template A before the user manually submits the new request.
Challenge:
I need to pre-populate Template B's
form fields with data from Template A without programmatically creating the
record (to avoid duplicate records and bypassing manual review). Essentially,
when the user opens the Template B creation form from Template A, the relevant
fields should already be filled, and the user can then submit the request
manually.
What I've Tried:
- Deluge Scripting: Extracted necessary fields
from Template A using Deluge scripts but couldn't figure out how to
integrate this data into Template B's form without programmatically creating
a new record.
- Custom Actions: Explored creating custom
actions to transfer data but am unsure how to implement pre-filled forms
without auto-creating Template B records.
- URL Parameters: Investigated using URL
parameters or DevTools methods to pass data between templates but haven't
found a solution.
Assistance Needed:
- How to Pre-Populate Fields: Guidance on passing data from
Template A to Template B so that when a user initiates the creation of
Template B from Template A, the desired fields in Template B are
pre-filled.