Auto populate close note when cancel change button is selected

[Malo]

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 

[Alex Tod1]

(function executeRule(current, previous /*null when async*/ ) {

current.close_notes.setDisplayValue("current.reason");

})(current, previous);

[Malo]

This is wrong, will set the value on the close notes to current.reason

The goal here is to display whatever data I have enetered in the reason to populate in the close note field 

[Murthy Ch]

Hi @Malo 

You need to write a before update BR on change request when state changes to cancelled or you can update the OOB UI action if you want to copy everytime when change cancelled.

With before update BR:

(function executeRule(current, previous /*null when async*/ ) {

    current.close_code = "unsuccessful"; //optional
    current.close_notes = current.work_notes.getJournalEntry(1).match(/\n.*/gm).join('').replace(/^\s*\n/gm, "");

})(current, previous);

It will copy the latest worknotes into close notes filed.

With UI action:
Find the cancel change ui action and use the same logic if you want to do.

(=tested)

Thanks,

Murthy

[Malo]

Ideally this will only occur once because when you select cancel change, it cancels out the change request. I just want to document the close reason to be the same reason for what is entered in the reason field when it pops up

If I may ask, what would be the logic behind it copying every-time?  Just looking to get a better understanding.

for your solution, however, I am looking to copy the reason and not the work note

OOB frunctionality, when you click on cancel change it displays that text box and is mandatory, I did like whatever I enter i this box to populate on the close note

[Murthy Ch]

Hi @Malo 

Yes. I understood your scenario. Use my above code it will work. 
(=tested in my PDI)

Thanks,

Murthy