Copying Custom Fields to a Linked Request

[SJEaton]

Hi, 

If you copy questions when raising a linked request in a workflow, does this copy all custom fields into the linked request?  

 

 

Can you then use the custom fields in a Gotoif expression in the linked request and have selected it eg -  ?

Thanks, Sam

[James Ainsworth]

Hi @SJEaton

The Copy Questions does not copy over the custom fields.  The information in the questions still could be worked into your workflow by using this Hornbill Automation

You should also be able to use this to then populate the custom fields that you want to retain in the new request 

 

[SJEaton]

Hi @James Ainsworth, ok thanks. How do I populate the custom fields I want to retain?

[SJEaton]

It's ok, I found it on another topic and got it working 

[SJEaton]

On 9/29/2022 at 5:39 PM, James Ainsworth said:

You should also be able to use this to then populate the custom fields that you want to retain in the new request 

Hi @James Ainsworth, can you let me know how you would have done this please? Thanks Sam

[Berto2002]

@SJEaton there is a node to "Update Request" that you usually leave to "auto" so it updates the current request. You just add that node to the originating BPM but tell it to update the RequestID for the newly created (we call it 'spawned') Request which you get from the node that created it.

[SJEaton]

Hi  @Berto2002

 

I do have such a node in the originating BPM, but what is it that you select in the variable to pull the custom field through??  Thanks

[Guest Paul Alexander]

Hi @SJEaton

I think the query that you have in the 'custom_q' field in your screenshot (above) should do it? As long as there's a 'get request information' node before it, then it SHOULD work? 

I'm guessing it doesn't though? 

[SJEaton]

It seems to be ok now, thanks