Make Risk Assesment via BR update Change record
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11-13-2017 01:52 PM
Hello, someone please help/suggestions.
Client wants to use the BR risk calculation, however after filling out the risk assessment and submitting, it doesn't automatically run the risk calculation. We have to make a change on the change request and save to see the risk calculation run. They want it to run after you hit submit on the risk assessment questionnaire as this is confusing to users. Or at the very least, right click and save and it run (it doesn't unless you change someone on the record).
I've been looking at the BR and I don't understand why it's not updating the Change Request and changing the Risk field.
Thank you!
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11-14-2017 09:01 PM
Wait, what is a feature? OOTB Risk Assessment does not update the change request on submit. The only way we could get it to do that with the BR is to submit the risk assessment, make a change to the change request and then save the change request. Then the calculation runs and sets the risk field. Is that not how it should be behaving?
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11-15-2017 12:56 PM
I took a simpler approach and achieved something where everyone was happy. An onLoad that marks a true/false when an assessment is associated to the change. If the Change has an assessment, it clears the checkbox. Doing this makes the OOTB BR run if you just save the form after the risk assessment. So it doesn't run on submit of the risk assessment but you only have to save the Change (and not makes notes, etc before saving) which was what they didn't want. It's confusing to end users.