Dot Walking to a parent field within an HR Template

kristenmkar
Mega Sage

Good morning! 

 

I am currently using an HR Template to generate fields within a Document task when it is created - I am now trying to add the parent/HR case "opened_by" field into this document task short description.  I figured I could do this via a business rule or flow, but I am finding that neither are working.  The field itself (on the HR Template form) isn't allowing me to add any dot-walking fields (also no rich text editor), hence why I went the business rules route.  I've tried a before and after rule with no success. Any idea how to pull/update a parent field/dot-walked field into a set short description field? Attached image shows the field I would like to modify.  It does not look to be a restricted scope/caller issue as I already approved those cross-scope permissions. 

 

Thank you! 

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kristenmkar
Mega Sage

I wasn't able to utilize the show related fields, however you did give me an idea of how to develop this! I created a field in Document Task that pulled in the "Requested For" user - I then used that field to update the Short Description via a business rule. Worked like a charm! 

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3 REPLIES 3

GlideFather
Tera Patron

Hi @kristenmkar,

 

just a hit or miss as I don't have the HR module installed...

 

In the field "Template" highlighted in yellow, if you click the Short description and scroll down-most for the very last value, does it allow to select "Show Related Fields" or not?

GlideFather_0-1756986345483.png

 

If yes, then we might be closer to it.

if no, then it must be done differently...

 

Eventually a quick idea - creating a template from different table, does it make sense or not?

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kristenmkar
Mega Sage

I wasn't able to utilize the show related fields, however you did give me an idea of how to develop this! I created a field in Document Task that pulled in the "Requested For" user - I then used that field to update the Short Description via a business rule. Worked like a charm! 

@kristenmkar Smashing job!! It's great to hear that you found the way, congrats

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */