Copy over information from a Request form response to Request Custom Fields

Updated 

Request form response is visible in the overview tab of request third pane. 

 

Request custom fields are visible in properties tab of request third pane. 

We can copy over information from a Request form response to Request Custom Fields by using a request or request update rule. This also helps in populating request properties columns on a task dashboard to see the right tags. 

Steps:  

  1. Create a request rule  

  2. Add an action 

  3. Under ‘Copy properties from source to destination’ - set ‘Request’ under ‘Copy Action Source’ and set ‘Request Properties’ under ‘Copy Action Destination’ 

  4. Click on ‘Add Fields’  

  5. Choose request form fields on the left and request custom fields on the right to map the fields 

  6. Save and enable the rule  

 
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