question Re: Business Rule to update Work Notes from a scoped application in Developer forum

Business Rule to update Work Notes from a scoped application

Wayne Richmond — Mon, 18 Jul 2022 14:10:51 GMT

Hi team. I have created a record producer in a scoped application that updates a custom field called additional_details. I have been asked to copy everything from the additional_details into Work Notes when the record is created. I figured I would just create a Business Rule that ran on insert to copy additional_details to work_notes. However, when this didn't work, I found an article or doc explaining you can't acheive this across scopes.

How else can I copy additional_details to work_notes?

I've tried creating a Cross scope privilege record from my scope to global (table \ task \ write \ approved), but that didn't work

I tried direct from the script field where I set the additional_details field

I can get it to work via an onChange Client Script, however, it doesn't work when the record is created

Thanks

Re: Business Rule to update Work Notes from a scoped application

SumanthDosapati — Mon, 18 Jul 2022 14:18:24 GMT

Hi,

Can you share what script did you try with BR.

Re: Business Rule to update Work Notes from a scoped application

Wayne Richmond — Mon, 18 Jul 2022 14:39:41 GMT

Sure, although I'd hardly call it a script!

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

	current.work_notes = current.additional_details;

})(current, previous);

When: before (have also tried after)

Insert: true (also tried Update)

If you try and use filter conditions, work_notes isn't available

Re: Business Rule to update Work Notes from a scoped application

SumanthDosapati — Tue, 19 Jul 2022 08:01:52 GMT

This link might help you. It has different requirement but that should probably solve the issue.

Regards,
Sumanth

Re: Business Rule to update Work Notes from a scoped application

Wayne Richmond — Wed, 20 Jul 2022 13:05:41 GMT

I got this working in the end via a Business Rule, I just had to change the "script":

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

	current.work_notes.setDisplayValue(current.additional_details);

})(current, previous);

Re: Business Rule to update Work Notes from a scoped application

maryam7 — Thu, 20 Oct 2022 14:08:21 GMT

Hi all , I write this BR for location field but show me the sys_id of location in work note . can you help me please .

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

current.work_notes.setDisplayValue(current.location.toString());

})(current, previous);

Re: Business Rule to update Work Notes from a scoped application

keshavgowda — Mon, 20 May 2024 06:43:32 GMT

Hi @maryam7 ,

its better to store location value inside a variable.

you can use below code in your BR to get and set value of work_notes.

current.work_notes.getJournalEntry(-1); // to get work notes value.

current.work_notes.setJournalEntry(variableName) // to set work notes value.

Regards,

Keshav K