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Post data from interaction records to its related incident .

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ahmed soliman
Respected Contributor.

Post data from interaction records to its related incident .

Dear All,
Any ideas about how to post (either automatically or manually) data from interaction to its related incident record.

The case in more details :
a custom field exist in both incidents and probsummary tables.
what exactly needed is when the interaction custom field get updated this value should posted or transferred to the corresponding related incident custom field.

This is Urgently needed guys, Appreciating your prompt response.
let me know if any further details needed.


Thanks in advance.

yours
Soliman
5 REPLIES
Mohammad Viswa
New Member.

Re: Post data from interaction records to its related incident .

The link "screlate.incidents.problem" posts teh data from Incidents to Probsummary when you create the Related Incident.

You can change the the first line record in this link to post these custom fields.

Regards,
Mohammad
ahmed soliman
Respected Contributor.

Re: Post data from interaction records to its related incident .

Thanks Mohammed,

I tried this already before, but this reflects changes once and only once you relate the interaction to the incident,
the case mine is after relating the interaction to the incident if the custom field changed i need it to be reflected back in the incident after the relation is already done.

any ideas
Jacob Heubner
Acclaimed Contributor.

Re: Post data from interaction records to its related incident .

So you want something that will paste data in a field from a record in the probsummary table back to a related record in the incidents table, after the record has been opened...

No problem. One of the useful RAD applications that can be called from format control subroutines is post.fc, which allows you to run a link record and a link line to post values.

The help documentation actually gives details on this, but... (I'm not at a machine right now, so I'm trying to remember the exact specifications but this should be close).

First, make a new link record. Something like:

Name: .POST

Source:
Target Table: incidents
Target Field:
Add Query: $query
Comments: POST

Then, on the select line:
$query=
Source | Target
|

Then, in the probsummary format control record in the subroutines panel, so the following (as a guide)

Update: true (or whenever you want this to run)
Before: true
Application: post.fc
Parameter Names | Parameter Values
record (pretty sure this parameter is right) | $file
text (I think) |
prompt |
So that should do it... sorry I can't be more specific right now. WHen I get in front of a system again, I'll come give more details.
ahmed soliman
Respected Contributor.

Re: Post data from interaction records to its related incident .

Dear Jacob,
Appertaining your response.
Awaiting your further details.

yours
Soliman
Jacob Heubner
Acclaimed Contributor.

Re: Post data from interaction records to its related incident .

Application: post.fc
Parameter Names | Parameter Values
name |
file | $file
prompt |