Work note when associating a record

[joshmorris]

Hi all,

We use interactions and when we associate an interaction to an incident for example is it possible to get a work note into the ticket it has been linked to saying IMS...... has been linked? 

[J Siva · Accepted solution]

Hi @joshmorris 
Yes. It's possible.
Create one After Business rule on interaction_related_record table like below.

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

	var task_rec = new GlideRecord('task');
	task_rec.get(current.task.sys_id);
	task_rec.work_notes = current.task.getRefRecord().number +' has been associated with '+current.interaction.getRefRecord().number;
	task_rec.update();

})(current, previous);

Hope this helps.
Regards,

Siva

[Ankur Bawiskar · Accepted solution]

@joshmorris 

you can use flow designer for this with no scripting

Flow Triggers when Insert on "interaction_related_record" and updates the INC

something like this but please enhance

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar · Accepted solution]

@joshmorris 

you can use flow designer for this with no scripting

Flow Triggers when Insert on "interaction_related_record" and updates the INC

something like this but please enhance

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@joshmorris 

Did you get a chance to check the above flow I shared which has no scripting involved?

You should try to leverage flow with low-code/no-code wherever possible.

You could have enhance it further as per your requirement.
As per new community feature you can mark multiple responses as correct.

If my response helped please mark it correct as well so that it benefits future readers.