Business Rule not detecting change with a dot walked field

SC10 · ‎07-11-2016

On my Project table form, I have dot walked to the Demand table's field of "Project Sponsor".

Creating a new Business Rule, I would like to update a value on my Project record when this dot walked field changes value:

(Note: I have since turned off the "advanced" condition, and am simply using the filter condition on "When to run")

Chuck Tomasi · ‎07-11-2016

Hi Shane,

The idea with Business rules is they detect changes on the record they are watching. In your case, you are asking to watch the pm_project table for updates. yet your condition is also asking "If something changes on the demand table..."

You see the conundrum? Technically, nothing changed on the pm_project table to trigger this business rule. You are looking for a business rule on the demand table which then needs to update the (child) project. That's going to require a bit of script and, if you have multiple child projects under that one demand, they are all going to get updated.

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SC10 · ‎07-11-2016

That looks like it would work very nicely, but we only ever create one Project per Demand.

For now, I am just adding a line to my primary BR that creates the Project from the Demand, to bring over the "Task for" data which is being set on Demand (from another BR).

Cheers

Chuck Tomasi · ‎07-11-2016

FWIW, This will work with 1 or it will work with many.

Glad you got it taken care of.

Chuck Tomasi · ‎07-11-2016

I'm anxiously waiting for someone to call me out on this one.

SC10 · ‎07-11-2016

I've decided to ditch updating this data on my Projects directly with a Business Rule - no point. Because our Demands convert into Projects eventually in their lifecycle, and we are updating this data on our Demands with a business rule, I will simply update the Project as well when the Project gets created from the Demand.

Thank you all for being voices of help with this, I really appreciate the quick responses and exchanges of ideas. Invaluable assistance! I am marking Chuck's original explanation as to why my Business Rule wasn't working, and will mark every other response as helpful!

Cheers all.

Lennart · ‎09-16-2020

I believe the desired functionality can be achieved with a Display Query Business Rule. It works for me at least.