Requester Metadata Populatoin in Ticket new form – OnPremises

Applies to: On-Premises

In our application, requester and its metadata like Requester Email, Requester Phone and Requester Department etc. (up to 5 text fields) can be auto populated in Ticket new form with the current logged in user Information from Active Directory/ SharePoint User Information list using Current user info filler webpart. If the requester is modified in the new form, then metadata will be updated accordingly using the mappings defined in the general configurations utility.

1.To configure current user info filler web part in Tickets new form, go to Tickets list, Default New Form, edit Current User Info Filler Web Part and update the requester properties as shown in below sample screenshot. In this example, Active Directory properties are configured.

After configuring the webpart, click "Ok" and stop editing the page.

2.To configure general configurations utility for requester change scenario, go to Application Administration –> General Configurations –>  go to Requester information Tab, update the requester properties as shown in below sample screenshot. In this example, Active Directory properties are configured.

– Refer the field description in the below screenshot for the difference between AD and User information list property names.

To configure Requester User info Filler in Portal pages, please refer https://www.crowcanyon.help/article/209