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02-20-2024 01:54 AM
Hello
I have 3 fields "user" wich has the full name of the user and "case number", i want the info from these two fields to be auto populated into my third field "short description" So it will look like this
(short description field): username - case number
I need to do this with a business rule, any tips?
Solved! Go to Solution.
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02-20-2024 02:25 AM
Hi @asd22
Use this to get the correct information
current.short_description = current.user.name +' - '+current.case_number;
Mark helpful if this resolves your query.
Thanks!
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02-20-2024 02:25 AM
Hi @asd22
Use this to get the correct information
current.short_description = current.user.name +' - '+current.case_number;
Mark helpful if this resolves your query.
Thanks!
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02-20-2024 02:02 AM
Hi @asd22 ,
You need to use Client Scripts here , please refer to an sample script from this thread :
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02-20-2024 02:21 AM
Hi @asd22,
Please use the below tried and tested script on a case (CSM) record. However, before implementing, can I ask the why behind this requirement? These fields are reportable and easily visible via a list view and a report, therefore it seems counter intuitive to duplicate this info, especially for the Short Description which is a high level overview and synopsis of a case. I would question this.
To answer your question however - see below.
Before insert and update Business Rule:
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Helpful.
Thanks, Robbie
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02-20-2024 03:21 AM
Hi @asd22,
The solution @_Gaurav is not actually correct. There is no field called case_number unless you are building some sort of database view or something not covered in your question?
Did you see my response? Please see the fields highlighted in bold below.
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Helpful.
Thanks, Robbie
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02-20-2024 03:36 AM
@Robbie
As we don't have any idea of the field name, I just assumed the field name and provided the solution.
The Author can modify the code by replacing the field name accordingly.