How to set values in when the record is in related list
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11-01-2024 04:21 AM
Hi,
In the below related list approvers tab is there. in that tab approver records are there so i need to set approved where requested is available.
I need to add test step for that so please guide which step i need use.
1. Related List
2. File value
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11-04-2024 01:45 AM
Thanks for your quick response @NaveenKumarSN , Please refer to the below steps, I hope its work for you.
Open the Record:
I started by using the "Open a Form" step to open the record that has the "Approvers" related list.
In this case, the table was Change Request (change_request).
Navigate to the Related List:
Then, I added a "Click a Related List" step.
I set the related list name to Approvers, which allowed the test to move to the related list section on the form.
Set Field Values in Related List:
After accessing the related list, I needed to set the approval field for records where the State is "Requested."
To do this, I used the "Set Field Values in a Related List" step.
Related List Table: I selected Approvers.
Condition: I set a condition to filter the records where State is Requested.
Field to Set: I selected the approval field and set it to Approved.
Validation:
Finally, I added a "Assert Related List Field Values" step to verify if the records in the "Approvers" related list were updated correctly.
I checked if the approval field was now set to Approved for the relevant records.
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11-04-2024 01:52 AM
There is no option like click a related list
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11-04-2024 01:53 AM
select open a record in list
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11-04-2024 02:58 AM
@NaveenKumarSN if you are using script add the given code :