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petiskulteti23
Calcite | Level 5

Hello Everyone!

 

Has anyone ever tried placing a template in the "Case Narrative" field (internal DB: fdhdata/fdhhistory.tm_cases.case_narrative) before? We need a setup where, when the "Create Case" disposition is applied, a predefined template is already available in the "Case Narrative" field, just like this:

 

petiskulteti23_0-1727442026176.png


Thank you in advance for your help!

 

Best Regards,
Peter

 

1 REPLY 1
DanNavot1
Fluorite | Level 6
Hello

In order to do that you will need to edit the case workflow and add an
"write in the entity field" action in the Start element.
Please see the screenshots below:
[image: image.png]

[image: image.png]

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