Business rule should execute only if incident created from Record Producer

[Saranya2]

Hi All,

I have a before insert BR to populate affected company and location field based on caller, this BR should run only if  incident is created from Record Producer, Can anyone please suggest?

Thanks,

Saranya

[Dr Atul G- LNG · Accepted solution]

Hi @Saranya2 

If a incident created via RP, then contact is populated Self Servcie, if that can be a fixed parameter for you then it is good to put in BR

[Prince Arora]

@Saranya2 

I hope you are doing well!

You can create a flag variable on the incident form and make it hidden, say 

fieldname as Flag

when you submit the record producer, set flag as "business rule"/"true"

In the business rule, you can add condition as 

IF flag is true/business rule, is should execute then

If my answer solved your issue, please mark my answer as ✅ Correct & 👍Helpful based on the Impact.

[Saranya2]

Hi @Prince Arora,

Is there any other way instead of creating new field on  incident form?

Thanks,

Saranya

[Prince Arora · Accepted solution]

If you prefer not to create a new field, you can include a specific format in either the short description or the description field, like this: "Description: [Actual description]" Then, in the business rule, you can set a condition to trigger when the description starts with "Description". If you want this rule to apply only to record producers, you'll need to add additional conditions to check for that context.

OR 

you can utilize the "contact_type" field on the incident form, set it as "self service" , when you submitted it from the record producer and add a condition in the business rule for the same.

If my answer solved your issue, please mark my answer as ✅ Correct & 👍Helpful based on the Impact.

[Dr Atul G- LNG · Accepted solution]

Hi @Saranya2 

If a incident created via RP, then contact is populated Self Servcie, if that can be a fixed parameter for you then it is good to put in BR