Business Rule to update Work Notes from a scoped application

[Wayne Richmond]

Hi team. I have created a record producer in a scoped application that updates a custom field called additional_details. I have been asked to copy everything from the additional_details into Work Notes when the record is created. I figured I would just create a Business Rule that ran on insert to copy additional_details to work_notes. However, when this didn't work, I found an article or doc explaining you can't acheive this across scopes. 

How else can I copy additional_details to work_notes?

I've tried creating a Cross scope privilege record from my scope to global (table \ task \ write \ approved), but that didn't work

I tried direct from the script field where I set the additional_details field

I can get it to work via an onChange Client Script, however, it doesn't work when the record is created

Thanks

[SumanthDosapati]

Hi,

Can you share what script did you try with BR.

[Wayne Richmond]

Sure, although I'd hardly call it a script!

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

	current.work_notes = current.additional_details;

})(current, previous);

When: before (have also tried after)

Insert: true (also tried Update)

If you try and use filter conditions, work_notes isn't available 

[SumanthDosapati]

This link might help you. It has different requirement but that should probably solve the issue.

Regards,
Sumanth

[Wayne Richmond · Accepted solution]

I got this working in the end via a Business Rule, I just had to change the "script":

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

	current.work_notes.setDisplayValue(current.additional_details);

})(current, previous);