Business rule for creating child hr case
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‎04-02-2024 03:29 AM - edited ‎04-02-2024 03:31 AM
Hi ,
I am creating a business rule such that when hr case is closed complete and users click a button it will create a child case with same opened for , subject person , watchlist , additional comments , work notes from the parent case . Please help me on the script
Thanks in advance
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‎04-02-2024 04:53 AM
Why not create a flow? It's so much easier, because you can just drag the required fields from the trigger record. No need for scripting.
But: why create a child case on a case that you are already closing? Do you really need to have that parent/child relationship there? It could end up in a mess when you have ruling that states that if a parent is closed, the childs close automatically (but that is depending on your setup).
Just create a flow, triggering on 'hr case is closed', with an action 'create record' on the hr case table and drag and drop your fields (and any other information you need can be added as well).
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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‎04-02-2024 05:50 AM
Hi @Mark Manders,
In my scenario users should have the option to create child case after the case has been closed complete, like pressing a ui action .