how to auto populate the cost center field value from caller/user to incident form using the business rule

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Naresh44
Giga Contributor

‎06-29-2020 09:38 AM

Hi all,

I tried auto populating the 'cost center' field value from users table,  using the getReference method in business rule for incident form, but it didn't worked at all.

Please help me in retrieving the value of the cost center field value in the incident form

 

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Jaspal Singh
Mega Patron
Mega Patron
In response to Naresh44

‎06-29-2020 10:28 AM

Hi Naresh,

 

As suggested by Ankur above won't work in business rule as g_form.getReference() are client specific side options to be used.

Try using below business rule that runs After Insert on required table & make sure you have correct field name passed.

(function executeRule(current, previous /*null when async*/ ) {

    // Add your code here
    current.location = current.caller_id.location;

    current.cost_center = current.caller_id.cost_center;

    current.state = current.caller_id.state;

    current.city = current.caller_id.city;

    current.country = current.caller_id.country;
	
	current.update();

})(current, previous);

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Jim Coyne
Kilo Patron
In response to Ashley Snyder1

‎06-29-2020 01:13 PM

Whereas that is definitely "good practice", in some case, for historical reporting, you may need to grab some information, like location, department, cost center, etc... and stick it on the record because users can and do move around within an organization.  Yet another example of "best practice" not actually being the "best" idea.  🙂

That's why I like to use the term "good practice" instead.  There's hardly ever 1 "best" practice.

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