Business Rule

[dev_K]

Hi All,

I m trying to create a business rule for RITM records

so If a RITM status changes from Open to Closed Complete (which happens automatically when catalog tasks are closed)

and so when those conditions are fulfilled I want to update the State and Stage to the following :

This however seems not to be working. Any tips?

[Robbie]

Hi @dev_K,

For clarification, once the RITM has updated from Open to Closed Complete, on which level are you wanting to update the Stage and Stage? The Request level (Parent of the RITM) right?

The thing you need to consider here is that RITM and Request records are a little different from other records such as Incidents for example where you could simply create a Business Rule as you have.

So as to be clear and referencing other responses in the thread, this not not a case of a filter difference between and AND or an OR here as to why it is not working as expected.

RITM and Requests are normally associated to a Workflow (or Flow) which is what will controlling the actions and updates.

Other things to consider, does the Request you're trying to update have other RITM's associated against it? Should they have been Approved or followed an Approval flow before moving to Closed Complete...

My suggestion is to review the RITM and Request associated Workflows first. I would not implement business rules to control this - manage it in the Workflow or Flow.

To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.


Thanks, Robbie

[Ankur Bawiskar]

@dev_K 

Why would you set RITM to in progress if it's getting marked as Closed complete?

Doesn't sound logical

[OlaN]

Hi,

I would recommend to avoid doing updates on the stage field in a business rule.

The stage field is used in Flows/Workflows and is usually set as part of the processing of the Flow.

You should instead set the stage as part of your Flow.