Getting a requesters name on a custom form | Community
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TimothyBr
TimothyBr
Level 4
August 15, 2023
Solved

Getting a requesters name on a custom form

  • August 15, 2023
  • 2 replies
  • 2346 views

I know this sounds a little repetitive as the requester/primary contact is in the overview section, but our stakeholder wants to have the requester name on their overall request/project form. Any chance someone knows/has the text to be able to do this? 

 

Thanks!

    Best answer by TimothyBr

    Ah, I got it! 

     

    Text: {convertedOpTaskOriginator}.{name} 
     
    Thanks for the starting point!

    2 replies

    Kundanism
    Kundanism
    Level 10
    August 15, 2023

    If I understand correctly, you can create a custom field in Issue type form, follow the number in below image.

     

    Then attach this custom form to you issue --> Pull this custom field in your report (Issue).

    It will show the requestor name.

     

    TimothyBr
    TimothyBrAuthor
    Level 4
    August 15, 2023

    This makes sense if it were to stay a request. The problem is they then convert this to a project. Using that owner concept looks fine on the request but changes to the project owner when converted.

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    August 15, 2023

    One additional point on the field for your request. {owner} = the primary contact, which is often the requestor, but not always. You may want {enteredByID} instead, if you want the user that submitted the request.

    Or you may really want the primary conact 🙂 just be aware of the difference.

    VicSellers
    Community Advisor
    VicSellersCommunity Advisor
    Community Advisor
    August 15, 2023

    So, if I understand correctly, the Requestor name needs to be on the custom form for the Request and Project, right? If so, you could do two sets of text mode on the custom form (unfortunately), one on the Request pulling Primary Contact Name and then one on the Project pulling Converted Requestor Originator Name (convertedOpTaskOriginator:name). Definitely not ideal, but the only way to pull the fields natively unless you want to go the typeahead field route and have the Requestor reenter their name on the custom form.

     

    Hope that helps!

    TimothyBr
    TimothyBrAuthor
    Level 4
    August 15, 2023

    That's what I tried and I keep getting an error! I even tried a period, and using "{}" instead of parenthesis. 

     

    Do you think I NEED to have the request field set up first? I didnt think it mattered. 

    TimothyBr
    TimothyBrAuthorAccepted solution
    Level 4
    August 15, 2023

    Ah, I got it! 

     

    Text: {convertedOpTaskOriginator}.{name} 
     
    Thanks for the starting point!
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