Setting the short description on a request item
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‎05-28-2014 10:39 AM
I was working on a request project and we wanted to be able to set the short description based on variables from the requested item. The goal was to be able to show this field on lists and reports to differentiate request by something other than the number. I've done this on task using the advance option but there is not one on the request item workflow. To accomplish this, I created a run script on the workflow and added the below code. We will use an example with variables called "location" as a reference field and "type" as a drop down with a choice called New.
current.short_description = current.variables.type + ' Request For ' + current.variables.location.getDisplayValue();
In the end your short description will read = New Request for Location Name
Donte
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‎05-28-2014 10:48 AM
Hi,
Are you looking to set "Short Description" of Request Item? If yes, than you just need to add Business Rule on Request Item table. You can use below script for your reference:
When : before Insert
Script :
current.short_description = current.variables.type + ' Request For ' + current.variables.location.getDisplayValue();
If you are looking for something else. please let me know.
Please mark answer as Helpful/Correct, if it was really helpful 🙂
Regards,
Solutioner
Enhance Knowledge NOW@ www.solutioningnow.com
http://www.solutioningnow.com/
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‎06-03-2014 11:32 AM
Yes. What I used worked as well. I was trying to let everyone know a way they could do this. Thanks for you business rule method as that is a better solution than what I was doing in the workflow.
Donte
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‎06-03-2014 11:35 AM
Hi Donte,
Please mark answer as correct, if it was helpful
Regards,
Solutioner
Enhance Knowledge NOW@ www.solutioningnow.com
http://www.solutioningnow.com/