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Auto populate close note when cancel change button is selected

Malo
Tera Contributor

hi all

 

When I select the UI form button fore cancel change, a reason field displays where I can enter reason for cancelling the change, I did like to auto populate this reason to  the close note so I dont have to re-enter in upon canceling 

 

Thanks in advance 

1 ACCEPTED SOLUTION

Hi @Malo 

Please replace with the reason with the work_notes and test the code. It will work for sure.

 

Thanks,
Murthy

View solution in original post

13 REPLIES 13

Alex Tod1
Kilo Sage

Hi @Malo,

 Best practice would be not to modify that ootb UI action, instead you can create a business rule to update close note after your state of change is "cancelled". 

 

Please mark this response as correct or helpful if it assisted you with your question.

Malo
Tera Contributor

Can you assist with the BR

 

Thank you 

Hello @Malo ,

Write a Before BR with conditions when state is cancelled

 

in Advanced section write script as

 

current. close_note = current.reason field;

 

Marked it Helpful if solved

 

Malo
Tera Contributor

I did tha but it does not work 

Malo_0-1695676499727.png

Malo_1-1695676558761.png