Help with a Business Rule across multiple tables

Wendy Peterson · ‎09-13-2016

I need some help with a BR. I've tried everything I can think of to get it to work. I tried to do it with the Set Values in the BR with no luck.

Record Producer to Open a Request on Table "sn_sm_legal_request" - Then it creates a Task on table "sn_sm_legal_task" - The group that gets it needs to complete a question called CPA approved with a value of yes or no "u_cpa_approved" - There is a Question that needs to be set on Request Table "sn_sm_legal_request" with the same value.

So on Task answer Question and when that task is closed it updates the Request- Both values are same u_cpa_approved

Any ideas? - Thanks so much... I've been working at this for hours.

Chuck Tomasi · ‎09-13-2016

I understand. They have the same name, but they are on two different tables. That's not an issue at the database layer.

The line in my script (updated per your screenshots) does the work of copying the value from task's field to the requst's field.

req.u_cpa_approved = current.u_cpa_approved;

View solution in original post

Chuck Tomasi · ‎09-13-2016

This sounds like multiple business rules Wendy. If you break the problem down to each table, does that help?

You have one that creates a task after the request is opened.

When the task record is updated with the CPA approved, you have a second BR that is triggered that updates the same thing on the request.

Did I capture that correctly?

Wendy Peterson · ‎09-13-2016

I have a Workflow creating the Task. Then once the Task is updated with that value it should update the Request. I tried to do it in the WF but that wouldn't work either. I have a value that is being set is how I am triggering the WF. Thanks

Chuck Tomasi · ‎09-13-2016

Ah, OK. Thanks for the clarification around the record relationships. Let the workflow continue to do the task creation - they're good at that.

So you really just need a business that says "If the CPA Approval checkbox is checked on the task, update the same field on the parent request", right?

Wendy Peterson · ‎09-13-2016

Yep exactly - I couldn't find a way to do that. Thanks