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Hello Sysaid Community, I am starting to finish up a Sysaid workflow and have a quick question on data population or if this is possible. Under my Action View labeled ‘IT Execution’ This View has a 3 Action Items within it. All Three require the Legal Name, and 2 Numbers below that for our Admins to know. I placed these Text/Integer fields above the Action items but when testing the data population these fields remain blank. If I move it into an action item such as Account creation, then they are filled but not when they are above it. Is this something that is doable or am I doing something wrong. Or should I just be placing the same three fields into the action items individually.

The Request Template: 

 

The Action Item: 

 

Current Data Population from the Action Item: 

 

Hi @Sean,

You are right in order for the population rules you set up to works the fields needs to be part of the action item area itself and not above. 

PS we had a great workshop about workflows you might find useful to checkout: 

Cheers,

 


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