Question

Is it possible to use a UDF in navigation parameters when creating an action in a customization?

  • 31 August 2021
  • 2 replies
  • 43 views

I’m working on creating an action from the case screen to sales order screen. Action would Create Sales Order. On the sales order, I have a UDF that I would like to pass the case ID into with the navigation parameters. I’m not seeing my UDF in the parameter options. Is there a step needed to have it show there or is passing information to a UDF through the action not possible? Thanks!

 

 


2 replies

Please use the “Field Update” tab to pass the UDF value from Cases Screen to SO screen.

There you can see your UDF.

 

Hi @sd79! The options in the field update section appear to only allow for updates on the case screen. My UDF is on the sales order screen, and I want it to grab the case ID and populate the case ID UDF on the sales order when creating the sales order from the case. Is there a setting to expose the UDF on the navigation parameters section I’m missing?

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