Run business rule after template is applied

[xiaix]

Yes, I read this Run Business rule after template is applied   but he/she is not looking to do what I'm looking to do... hence this new post.

I need to detect when a certain template is applied to an Incident form, and then do ... for lack of a better term, stuff to the form (change field values, etc..)

Kinda stuck on how to do this.   Do I apply a BR on the Incident table or the sys_template table?   Or is this "listener" even handled at the BR level at all?

[Mike Allen]

I think you would have a field on the form that holds the template id, and then, you can either say:

Client Script:

onChange of template field, change the fields according to what newValue of that field is

or

Business Rule

before insert, if template field is A:

        current.field = A;

        current.field2 = A2;

else if template field is B:

        current.field = B;

        current.field2 = B2;

[xiaix]

Okay, I can see that being a way.

Question though, how does this get triggered?

when I click this

on an Incident form?

Whatever logic pops up that notification is the same logic I'm looking to tap into.  

[Jamsta1912]

Hi David,

I'm looking to do something similar to this. I think what Mike's suggesting is that you would need the new field 'u_template_id' to itself be populated by the application of the template. In other words, part of the template definition would be to set the 'u_template_id' field on the form. That can then trigger its own client script or business rule.

Jamie.

[xiaix]

Okay, so I've implemented your advice as such:

New read-only field on Task table:

Here's the template:

...and here's the error:

Why the error??