RITM information on Approval record, within SOW
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08-04-2025 08:41 AM
Hi,
Im trying to decide what the best practice would be to populate RITM information on the approval record, within Service Operations Workspace. I know the Approval summarizer formatter won't work within SOW since it's a UI Macro. I thought maybe DOT walking via form layout but the information that can be dot walked to is limited. Would creating a before insert Business rule be the best to grab that information and populate within the approval record? Any guidance or workaround is appreciated!
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