How to populate reference field on the RITM from a reference variable?

Mjennings
Tera Expert

Hello, 

I have a reference field on the RITM u_portfolio as well the field is found in the variables. What I need is when someone submits a request that I can pull the variable and set the portfolio RITM field. multiple requests and workflows will need to complete this same action. I have tired a couple things with run script in Workflow that are current.portfolio = current.variable.business_line; but that did not work. 

 

Thank you, 

2 ACCEPTED SOLUTIONS

I hope these screenshot can help. but you are correct. I have attached a screenshot of the Variable, and the RITM field. also on the last Screenshot you can see the "Line Of Business2" field is populated, but the "Portfolio2" field is not. Thank you!
Referenced VariableReferenced Variable

Mjennings_0-1706533311147.png

Mjennings_3-1706533602868.png

 

 

Line of business 2 values shown in the portfolio2 fieldLine of business 2 values shown in the portfolio2 field

 

View solution in original post

Hello @Mjennings ,

 

In the last screenshot - The field portfolio2 is showing in dropdown. Might be both fields are of different type thats why it is not populating value of variable. Please check the type of variable and field. 


And then change your code with below 

current.u_portfolio2= current.variables.line_of_business2

 

If you find it helpful please mark my answer as accepted solution and helpful. 

 

Regards,

Vaishnavi Shinde 

View solution in original post

9 REPLIES 9

Amit Verma
Kilo Patron
Kilo Patron

Hi @Mjennings 


Could you please elaborate on the requirement via some screenshots ? What I am able to understand is that you have a catalog reference variable and you want value of this variable to be populated on the RITM.

 

Thanks & Regards

Amit Verma


Please mark this response as correct and helpful if it assisted you with your question.

I hope these screenshot can help. but you are correct. I have attached a screenshot of the Variable, and the RITM field. also on the last Screenshot you can see the "Line Of Business2" field is populated, but the "Portfolio2" field is not. Thank you!
Referenced VariableReferenced Variable

Mjennings_0-1706533311147.png

Mjennings_3-1706533602868.png

 

 

Line of business 2 values shown in the portfolio2 fieldLine of business 2 values shown in the portfolio2 field

 

Hello @Mjennings ,

 

In the last screenshot - The field portfolio2 is showing in dropdown. Might be both fields are of different type thats why it is not populating value of variable. Please check the type of variable and field. 


And then change your code with below 

current.u_portfolio2= current.variables.line_of_business2

 

If you find it helpful please mark my answer as accepted solution and helpful. 

 

Regards,

Vaishnavi Shinde 

Saurabh Gupta
Kilo Patron
Kilo Patron

Hi @Mjennings 

Can you please change your code as per below 
current.portfolio = current.variables.business_line;

 

C

If the provided solution meets your needs, kindly consider marking it as helpful and accepting it as the solution. This helps others who may have similar questions.


Thanks and Regards,

Saurabh Gupta