How to update WorkNotes with Field1 and Field2 values when it changes ?

[Virendra K]

Hi All,

Requirement is, I need to update Worknotes with the values of Field1 (dropdown) and Field2 whenever it is getting change.

Also I wanted to track who updated the Field1 (dropdown value from A to B) and Field2. The intention is to captured under reporting metrics for audit.

How I could achieve this, please guide me on this..

Regards,

Virendra

[Appanna M]

Hello @Virendra K ,

1. Write an onChange Client script on Field2 to get the value of Field1 and also get the Value of Field2, append these two values and set the worknotes. 

2. Configure the activities for Field1 and Field2 along with Worknotes.

Please Mark My Answer as Helpful and Accept as Solution, if you find this article helpful or resolves your issue.

[Virendra K]

Thanks Appanna,

How I could use these field for Audit purpose or track it like who updates these fields ?

[SanjivMeher]

I would suggest using the OOB functionality, which is to use Activity->Configure Available fields and add the fields. That would always track changes to the field and also capture who updated it for Audit.

[Virendra K]

Thank Sanjiv, 

I forgot to mention that I need this change for specific "view". will it work as you mentioned above ?