business rule
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04-04-2024 03:31 AM
When incident is created or submitted then a work note must be updated automatically , stating incident record was created.
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04-04-2024 06:47 AM
Something OOTB , and added in activity logs Any reason you want to update worknotes.
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Dr. Atul G. - Learn N Grow Together
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04-07-2024 10:16 AM
Hi @smrutiranjanmal ,
Please create a before/insert BR.
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04-08-2024 10:16 AM
Hi @smrutiranjanmal,
I suggest you use a Flow in Flow Designer. Look how easy it is without scripting and, potentially, using Flow Generation with Now Assist (done with Washington DC release in Workflow Studio with Now Assist for Creator on).
Flow Generation parameters:
- Title: Incidents Work Note automation
- Prompt: When an incident is created or updated with its state as "New" or "In Progress," the system automatically updates the incident work notes to add a statement that is "Incident created" when it is "New" and "Incident submitted" when it is "In Progress"
Results:
Step 1: add prompt
Step 2: review and adapt the suggested flow
Outcomes:
- Implementation time: 2 minutes
- Editing time: 2 minutes
- Maintenance: everyone (no coders and pro coders)
BR,
Edo
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