Navigate to and populate request offering from existing Incident or SR
Terminology: Three ticket pieces
- Incident, first created and worked by Service Desk Analyst
- Service Call, a kind of Service Request for on-site repairs
- Travel Reimbursement, a Request Offering used to capture travel and miscellaneous expenses associated with a Service Call
I need to do two similar things so I have combined them into a single discussion
- Create the Service Call SR from the original Incident, probably a Command Button
- copy the customer contact info, summary and description into the Service Call
- attach the initial Incident as a child object to the Service Call
(if B is intensely problematic, might be able to use the Service Call as child of the incident)
- Create the Travel Reimbursement SR from the Service Call, would like to use the Request Offering interface,
- launch a new Request Offering to capture the expenses. I would like to use this interface as there are four tabs worth of potential information and it is difficult to navigate inside the parameters tab inside the SR. Working on a URL to get to the RO
- copy the customer contact information, and the Service Call number to allow for linking as child to the Service Call