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How to move values across objects

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edited May 15, 2019 11:18AM in Agent Desktop 9 comments

Summary

I need to be able to copy the incident subject to the description field in Mobile Assessment

Content

Hello,

I need to be able to copy a value from a custom object, concatenate it to an incident subject, then copy the incident subject into the Description attribute of the Mobile Assessment object.  This will greatly simplify data entry for my agents.  I would like to use workflow or a workspace rule if possible, but haven't figured out how to do this.  If this requires custom enhancement, it would be helpful if someone could give me an example for how to do this.  I've attached screen shots to show what I'm trying to do.

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