To autopopulate the worknotes of Interaction form to its User's Tasks worknotes

rishabh31 · ‎03-13-2023

Dear Team,

Want to auto-populate the work notes of Interaction's User's Tasks (incidents/requests) when work notes of its associated Interaction is updated/saved. (attached screenshot is the Interaction record's user's task records)

I tried to achieve this Before Insert Update BR on the Interaction table with the condition- Work notes changes, but not sure how to refer to Interaction's user's tasks records through advanced scripting so that when interaction work notes are updated then the same work notes will get auto-populated in its associated user's task records.

Please help to get this resolved.

Thanks in advance

BharathChintala · ‎03-15-2023

@rishabh31

Working solution tried in Personal instance.

Few things to clarify is Related tasks vs User's Tasks

Related tasks is which interaction is associated with and User's tasks are like all active incidents, change, problem and requests opened by interaction open by user.

So I have script to update work notes to related records if you want I can send script for User's tasks also.

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

View solution in original post

OlaN · ‎03-14-2023

Hi,

I would suggest you create a Flow for this purpose.

I've made a simple example below which works in my PDI, but you might need to make changes according to your needs.

Ask if you need more details.

rishabh31 · ‎03-14-2023

@OlaN Sir, can you pls share the screenshots of this flow designer trigger/actions on how to create this by following steps, so that i can try this in my PDI.

Thanks

OlaN · ‎03-14-2023

Sure, here you go.

rishabh31 · ‎03-14-2023

Thanks @OlaN Sir,

I will try it & update here.

Also I have few questions on this-

a) In 2nd screenshot (look up interaction related record records), can you please elaborate the 1st condtion i.e., Interaction is ________.

b) If along with incident need to update Request's work notes as well, so do I need to create 1 more flow designer by following same steps & replace document table/ table name on 2nd, 3rd & 4th screenshot respectively to Request (from Incident)?