How to Pre-Populate Template B Fields from Template A?

How to Pre-Populate Template B Fields from Template A?

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:

  1. A user creates a service request using Template A.
  2. From within the Template A request, the user selects Action > Create Service Request and chooses Template B.
  3. 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:
  1. 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.
  2. Custom Actions: Explored creating custom actions to transfer data but am unsure how to implement pre-filled forms without auto-creating Template B records.
  3. 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.
Additional Information:
      
  • ServiceDesk Plus On Demand
  • Field Mappings:
TemplateA
TemplateB
Site
Site
Group
Group
Technician
Technician
Category
Category
Subcategory
Subcategory
Item
Item


Any assistance regarding this issue would be greatly appreciated!
/Arian


                New to ADSelfService Plus?