Copying worknotes from Incident to Task

Tahzeeb
Giga Expert

Hi All,

 

I need some help on below requirement

I need to copy work-notes from Incident to Task but with the condition that all the work-notes should be copied only at the time of Task creation and later only recent work-notes should be copied.

-Tahzeeb

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi Tahzeeb,

 

Are you trying this logic on HR Case and HR Task table? If yes, please follow the below screenshots on Human Resources : Core Scope.

 

1. BR on HR Case table:

find_real_file.png

 

find_real_file.png

 

2. BR on HR Task Table

 

find_real_file.png

 

find_real_file.png

 

 

Expected Results:

HR Task:

find_real_file.png

View solution in original post

31 REPLIES 31

Hi shruthiub,

In the Before Rule have you just wrote Incident in the statement

 

current.Incident.work_notes.GetJournelEntry(-1)

 

because in my case when I try to form this statement I don't see any value as Incident coming up after choosing current.

find_real_file.png

I tried the same with HR Task also but there also not sure what needs to added to form the statement as no option is available

Kindly suggest

Community Alums
Not applicable

Hi Tahzeeb,

 

The "incident" on Incident Task table is a field. You need to write it.

 

find_real_file.png

find_real_file.png

Community Alums
Not applicable

Hi Tahzeeb,

 

Are you trying this logic on HR Case and HR Task table? If yes, please follow the below screenshots on Human Resources : Core Scope.

 

1. BR on HR Case table:

find_real_file.png

 

find_real_file.png

 

2. BR on HR Task Table

 

find_real_file.png

 

find_real_file.png

 

 

Expected Results:

HR Task:

find_real_file.png

Thank you shruthiub.

I have marked it is correct as the code is working fine.

There is a very wired Issue that I am facing

I had put the condition in business Rule as

HR Service = XYZ

When this condition is in place the worknotes are not copied at the time of Task creation but if I remove this condition it copies the worknotes.

My requirement is specific to particular HR Services so i can't have the business rule without specifying the name of HR Services.

I am starting a New Thread for that, if possible please provide your inputs on the same

 

Just to close this Loop,

This Issue got fixed by dot walking

Parent Task->HR Case->HR Service

Earlier I was just adding condition as HR Service