auto populate close note with data entered in the reason field while close code is mandatory

Cynthia19
Tera Contributor

‎10-11-2023 01:56 PM

I have a very tricky requirement to auto popluate closed state when I select the cancel change button on the change form

within my instance, the closed code is a required field when the change is in review and closed state, see UI action below 

Cynthia19_1-1697057456533.png

but when I select the cancel change button, that ui action is preventing the closed note to populate with my reasons. How can I allow the close code to remain a required field but allow me to cancel the change request with those reasons populated on the close note 

Cynthia19_0-1697057414316.png

 

Please note, selecting reverse if false makes the close code not a required field and also allows me to select cancel while populating my close notes with data entered on the reason field 

 

 

Thanks

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Brad Bowman
Kilo Patron
Kilo Patron

‎10-12-2023 05:45 AM

I don't think I'm following exactly.  The OOTB Cancel Change UI Action changes the State field on the Change to 'Canceled'/4, and the Reason is mandatory, so there's a dialog box that prompts for that.  Are you populating the Close code and/or Notes before clicking the button, or have you added this to your UI Action? Do you have a script or added to the UI Action to auto populate Close notes from the Reason? The State is not 'Closed' or 'Review' so it seems like 'reverse if false' should be checked, unless you want Close code to still be mandatory.  Your sequence of events is - click the button, type a Reason, click OK, then what happens?

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Malo
Tera Contributor
In response to Brad Bowman

‎10-12-2023 06:38 AM

NO Brad, I need the reason I enter on the reason to populate on the close not, and this is working as intended, The issue I have is that if I have an outage within the change form, that takes precedence and does not allow the notes I entered on the reason to populate. But that's another story. 

 

My main concern is how to correct the issue I am having with the close code, I need it to remain mandatory in the implement state, review and closed state. But I select the cancel change button for the reason note to pop up and information entered on the reason note should transfer to the close note. The UI action is preventing the closed note to populate with my reasons because it is still throwing the error from my screenshot above 

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