How I can copy worknotes from Incident → Child Incidents and Incident Tasks

Arjun Kumar Le1
Tera Contributor

How I can copy worknotes from Incident → Child Incidents and Incident Tasks

 

4 REPLIES 4

Sagar Pagar
Tera Patron

Hi,

Using after insert/update business rule you can copy work-notes from Incident to incident tasks.

 

Thanks,

Sagar Pagar

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Hello @Arjun Kumar Lenka 

Did you get chance to look into solution provided by me. Please let me know if you need any help.

 

Regards,

Akshay

Uncle Rob
Kilo Patron

I prefer to do this kind of stuff via Flow Designer instead of business rules.  Less code, and more visible.

Here's a video I did that talks a little about the opposite direction (children to parent), but you can easily do the opposite:  a look up records condition to grab all the children, then a For Each flow logic, then an update record action.