How to copy Planned start date and Planned end date from Change Request to Change Task when state is New record?

[Akkapolk]

Create Change Request and then Click Change Tasks -> New.

How to copy Planned start date and Planned end date from Change Request to Change Task when state is New record?

[The SN Nerd · Accepted solution]

You could write a before Business Rule, however, the record hasn't been created yet, so those fields won't be populated until you click submit.

I'd suggest using a display business rule to do the job with the following code:

(function executeRule(current, previous /*null when async*/) {
	
	var parentChange = current.change_request.getRefRecord();
	
	if (parentChange.isValidRecord()) {
		current.planned_start_date = parentChange.start_date;
		current.planned_end_date = parentChange.end_date;
	}


})(current, previous);

[Akkapolk]

Thank you very much.

[Diksha Tiwari1]

What will be the When to run condition? I'm writing the above code at change task table with before Insert and Update when Change request field is not empty.

Not working for me.

[purnendu]

Can you share the complete details that how can we achieve it.

Thanks in advance.