Business rule that will update a custom filed
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05-15-2024 08:11 AM - edited 05-15-2024 08:19 AM
I'm creating a business rule, the filter condition is Updated by | is | admin and actions set field values is Most Recent CSA Update | Same as | Updated. The custom field the will populated is "Most Recent CSA Update". So, I try to make some changes in the CI and save it. Updated and Most Recent CSA Update field type is Date/Time. My expectation is the value of Updated will be set to Most Recent CSA Update field, but it didn't happen.
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05-15-2024 08:49 AM
Hi @jerrgarcia,
To provide a little context, the filter conditions essentially control whether to trigger the Business Rule or not.
Can I clarify my understanding here...
You want to update the 'Updated' field with the value from the 'Most Recent CSA Update' field?
If this is the case, you need to remove the filter condition as per screenshot 'br2.png' - as when you use the 'Same as' condition, you are checking the values are the same. These clearly need to be different as you want to update and override the 'Updated' field as per my assumption and understanding.
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks, Robbie
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05-15-2024 09:10 AM
Hi @Robbie
I want to update the 'Most Recent CSA Update' field with value of 'Updated' field.
Thanks,
Jerr
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05-16-2024 08:40 AM
Hi @jerrgarcia,
Understood. I've created a quick simulation of your use case on my PDI (Personal Dev Instance) and it works exactly as intended.
See below for guidance - I've used the Asset table and created a Custom Date / Time field for the test case.
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks, Robbie