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Data from Task to Service Call

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Steven Curso
Regular Collector

Data from Task to Service Call

Hi all,

Is it possible to have data from a service call update data on a task related to it ?

I'll try to explain it better. I have an text field on a service call that I need to have it on all the Tasks related to the service call, right now when people create a task and relate it to the service call they are doing copy/paste of this field but now we need to have it automatic, maybe using rules...

Is this possible ?
6 REPLIES
Mark O'Loughlin
Honored Contributor

Re: Data from Task to Service Call

Hi Steven,

when you say task do you mean Workorders?
Steven Curso
Regular Collector

Re: Data from Task to Service Call

Sorry for the terminology, yes Work worder
Mark O'Loughlin
Honored Contributor
Solution

Re: Data from Task to Service Call

Hi Steven,

you can do this by DB rules. In Service Call create a DB rule - set the condition and in the Update Data section at the bottom there is an option to use Related Fields. Check this and select workorders and you will get a list of the values that you can change on the workorder when your condition is met.

As far as I remember Workorders should be available.

I hope this helps (and don't forget the points)
Steven Curso
Regular Collector

Re: Data from Task to Service Call

I never forget the points :)

Thank you for the help, never noticed that option there. But after I choose it I can select which field of the task I'll update but how can I fill a field with values from the service call that is related to this task ?

Steven Curso
Regular Collector

Re: Data from Task to Service Call

Sorry for the last question, I see it now :)

Thank you.

Thread can be close.
Steven Curso
Regular Collector

Re: Data from Task to Service Call

Closed
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