Need advise on Declarative Action on the Configurable Workspace

[Bird1]

We're using the HR Agent Workspace.

Background: We do have 1 Business Rule to check to ensure that 2 custom fields of HR Core Case tables already updated before Close Complete.

Issue: We're using the OOB Declarative Action of HR Agent Workspace as below one.

We found even we already updated 2 custom fields before click on "Close Complete" Declarative Action, but the Business Rule still keep send warning message and the state not change (still work in progress)

Then what I tried is to 1) deactivate the OOB Close Complete 2) Create a new Custom UX Form actions "Close Complete" but this time, I don't use the Declarative Action and use the OOB UI Action "Close Complete" of HR Core Case table instead.

For this time, it's workable (after updated 2 custom fields, it's able to click on Close Complete and state has been changed to Awaiting for accptance as expected).

Question: How to make the Declarative Action one function same as the UI Action (BR works properly and can update the State)?

Could anyone help on this?

[Ankur Bawiskar]

@Bird1 

ideally if the OOTB declarative action must be updating the record and the before update BR must trigger

share the business rule conditions and screenshots.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Bird1]

Hi @Ankur Bawiskar 

The current setting of BR is set as BEFORE, see below screenshot.

[Ankur Bawiskar]

@Bird1 

did you try to use UI policy to make fields mandatory?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Bird1]

Yes, sorry that forgot to inform you... there's UI Policy to make these 2 custom fields mandatory.

So, we have 1BR and UI Policy for this 2 custom fields validation before close the HR Case. Thing is when using UI Action, it's working fine but when use the Declarative Action, it doesn't proceed closing (BR still alert message) although those 2 fields are already filled in.