Defining rules to copy specific fields from a linked item

You can define rules for copying the contents of specific fields from an item in the same container or a different one. To copy between containers, you must configure the source and destination containers and configure the links (such as ticket to CI) on the Relationships page of the destination container. You can copy from any field defined in an item to any field defined in a different item except those fields that are calculated automatically by the system (such as the Created By or Ticket Number fields).

To define a rule that copies specific fields from a linked item

  1. Open the container where you want to define the rule:
    1. Click the Administration tab.
    2. In the appropriate section, click the name of the container that is the destination for the copied information, or click Manage to open the container Administration page. Then double-click the container.
      The container details page appears.
  2. In the left pane, click Relationships.
  3. Create the relationship between the appropriate items, using the information provided in Configuring relationships.
  4. In the left pane, click the item link (such as Record Definitions in workspaces).
    The Items page appears.
  5. Double-click the item that you want to modify.
    The Item details page appears. 
  6. In the left pane, click Business Rules.
  7. Click New Business Rule and select the appropriate rule type.
    The Rule Builder page appears. For detailed information about configuring different types of rules, see Types of business rules.

  8. In the Business Rule Name field, enter a descriptive name for this rule.
  9. (Optional) In the Description field, type a useful description.
  10. (Optional) In the Business Rule Schedule Type field, select a work schedule.
  11. In the Triggers section:
    1. Click Add new trigger.
    2. In the Available Triggers field, select the appropriate On Linked Item option.
      Options are On Linked Item Create, On Linked Item Delete, and On Linked Item Update. For more information, see Selecting triggers for business rules.
    3. In the Link Type field, select a relationship such as Related Tickets: Related Ticket.
    4. Click Create.
  12. In the Criteria section, create any conditions that will trigger this rule. For more information, see Defining criteria for business rules.
  13. In the Actions section:
    1. Click Add new action.
      For more information, see Defining actions for business rules.
    2. In the Action field, select Set field value.
    3. In the Method field, select Copy field value from linked.
    4. Select the field where you want to add the copied information.
      The information is copied into the selected field from the field in the linked record that has the same internal name (the record that triggered the rule).
    5. If you selected an Assignment type field, the> Copy Type field appears. Select an assignment option.
      Options are Add selected users as Assignees if they are not already assigned and Reassign to selected users after unassigning all existing users.
    6. Click Create.
  14. Click Save.
  15. Publish the container to implement your changes:

    1. In the breadcrumb trail, click the container link.
    2. Click Save and Publish.
      A confirmation message appears.
    3. Click Yes.
      The Publication Succeeded message appears, showing the number of errors and warnings.

There is no need to publish the source container.

Related topics

Configuring business rules

Defining rules to copy all fields from a linked item

Managing business rules

Deleting business rules

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