How I can copy worknotes from Incident → Child Incidents and Incident Tasks
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08-19-2022 05:09 AM
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08-19-2022 05:18 AM
Hi,
Using after insert/update business rule you can copy work-notes from Incident to incident tasks.
Thanks,
Sagar Pagar
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08-19-2022 05:18 AM
Hello,
Could you please ref following thread -
Thanks
Akshay Kangankar
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08-22-2022 05:24 AM
Hello
Did you get chance to look into solution provided by me. Please let me know if you need any help.
Regards,
Akshay
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08-22-2022 06:31 AM
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.