Customize fields copied from Universal Request to incident

task australia Updated Sep 10, 2026 1 min read customize-fields-copied-univ-inc.md
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Customize which fields are automatically copied from a universal request to an associated incident record. This eliminates manual data entry each time you create an incident.

Before you begin

Role required: incident_manager or admin

Procedure

  1. In the navigation filter, enter sys_properties.list and press the Enter key.

  2. Search for and open the system property sn_inc_uni_req.incident.universal_request.copy_fields.

  3. In the Value field, enter the universal request field name and the corresponding incident field name.

    For example, caller_id=opened_for means that the value of the caller_id field from the universal request form is copied to the opened_for field in the incident form.

Parent Topic:Incident Management integration with Universal Request

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