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Setting work notes via Transform Map not working

CBlan2021
Tera Contributor

I have a transform map that transforms from a loaded CSV onto a table which has the Work Notes (journal input) and Activities sections. It works normally for regular fields, but it doesn't work with the work notes. It's supposed to take a string from the CSV and place it in as a work note. When I try to do so with a regular transform mapping, CSV column "work notes" to the table's Work Notes (u_work_notes), the notes show up when I look at work notes in the list view, but not when I actually open the form and look at the Activities. I also have tried setting via onAfter script with a few different ways like

target.comments.setJournalEntry('Testing');

and

target.setValue('u_work_notes','Testing');

but neither of these have worked. I've also made sure audit was enabled on this field as well as on the collection record for the table, and I've tried using target.update() as well as target.setWorkflow(true); as well but no luck there either. What am I missing here? Why would the work note set by the mapping show up in the list view but not in the record's activites?

1 ACCEPTED SOLUTION

I got it You have to enable Business Rules on your transform map

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7 REPLIES 7

Beside the activity field on the right there is a filter have you configured the u_worknote field?

I got it You have to enable Business Rules on your transform map

Please mark answer correct/helpful based on impact

Thank you so much, that was it! Not sure why as I am not using business rules in order to transform, but I really appreciate your help.