Creating Business Rule to add Mentor from Lifecycle event case

aguanci
Tera Expert

Hello, 

 

We are attempting to add the opened_by field from the Lifecycle event case table as the Mentor on a Journey. To do this we understand that we need to create a Business Rule on the sn_jny_journey table, but are running into difficulties when configuring the action. None of the options in the drop down are viable to create an action with so we are left to scripting in the action. When searching online or Community we have not been able to find anything. Any help with this problem would be greatly appreciated! 

3 REPLIES 3

SANDEEP28
Mega Sage

@aguanci You can create before insert rule as below. I tested this and its working.

 

SANDEEP28_0-1699443457727.png

 

SANDEEP28_1-1699443490826.png

 

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!

 

 

SANDEEP28
Mega Sage

@aguanci If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!

SANDEEP28
Mega Sage

@aguanci If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!