Copy field values from SCTASK to NEW SCTASK created by clicking the NEW button from Catalog Task releated list on RITM record.

Mike Cory
Tera Contributor

Requirement:
When clicking the NEW button from Catalog Task related list on RITM...... 

  1. Copy the Short Description and Description field values from the current "active" Catalog Task to the NEW Catalog Task created after clicking the NEW button
  2. Make the Assignment Group field mandatory on the NEW Catalog Task record.

I created a an After BR (Insert,Update) on the Catalog Task table for the copy, but it's not working.  Appreciate any help.

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1 ACCEPTED SOLUTION

Hi @Mike Cory,

You need to write a Display Business Rule and an Onload Client script to achieve your requirement.

Display Business Rule

Table:-SCTASK

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

    g_scratchpad.shortdescription = current.request_item.cat_item.getDisplayValue();
    gs.addInfoMessage("Item name:" + g_scratchpad.shortdescription); //comment this line once testing is done
})(current, previous);

OnLoad Client Script

function onLoad() {
   
    if (!g_form.getValue('short_description') && g_form.isNewRecord()) {
        g_form.setValue('short_description', g_scratchpad.shortdescription);
        g_form.setMandatory('assignment_group', true);
    }
}

Please mark my answer correct and helpful if this resolves your issue.

 

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10 REPLIES 10

You are welcome @Mike Cory. Please mark my answer as Helpful as well.