Business Rules list view vs form view

[Katie A]

Hello, I have a Business Rule that runs when Assignment Group "changes".

The business rule essentially creates another type of "Task" if the assignment group changes to a certain value. The script changes the Task Type, clears out the Number and also migrates the attachments from one task type to another.

This business rule works 100% if it is run from the FORM VIEW only.

However, when it is run from the LIST VIEW, it does not work fully, the number does not clear and the attachment does not migrate to the new record properly.

What is the difference between executing a business rule in the List view vs the Form view? Why is the business rule not working properly in the List view?

[Pradeep Sharma]

Hello,

Can you please make sure insert and update checkbox value on BR are set to true. Ideally, the BR also gets triggered on list views. Can you please put few log statements and check if the BR is getting triggered or not.

[Katie A]

Thank you, Yes we know that the BR is definitely executing. Part of the script works OK (the Task Type changes properly) but the other part of the script does not work properly.

We just need to know the difference between Form View and List View and why it is running differently.

[Pradeep Sharma]

Thanks for the update. Can you please share your code. I will test on my instance in some time.

[SanjivMeher]

While editing from list view, can you put a gs.addInfoMessage in business rule to understand if it is entering the business rule. It should ideally run.