For OnHold reason field when the state is on on hold

nitinku
Tera Contributor

Hi, my question is, I want to know about the out-of-the-box functionality behind the on-hold reason field, like when I select the state "on hold," the on-hold reason populates, but when I put the state again in "work in progress" or any other state, the on-hold reason field disappears from the list view. 

 

I have attached two pictures. In the first one, the yellow highlight shows a record that contains a value in the "on hold reason" because the state is "on hold," but in the second picture, you can see that the "on hold reason" field is empty in the list view when I change the state in the other. 

 

So I want to know about the logic behind this. 

 

Thank you. 

1 ACCEPTED SOLUTION

Venky Kshatriy2
Mega Sage

Hi @nitinku 
There is a business rule in the incident table that clears the on-hold reason. Please refer to the image below for your reference.

VenkyKshatriy2_0-1779792023456.png

On Hold State (Use):
 Used when work is temporarily paused due to dependency (waiting for user/vendor/info).

On Hold Reason (Use):
 Captures why the work is paused (e.g., Awaiting user input, Vendor response, Change window).

When to set On Hold:
When you cannot proceed further until something external is completed.

 

Example:

An incident is raised: “User unable to access application”

  • You investigate and find that access depends on a vendor system

Action:

  • Set State = On Hold
  • Select On Hold Reason = Awaiting Vendor Response

Meaning: Work is paused because you are waiting for the vendor to fix or respond.

Once vendor responds → move it back to Work in Progress and continue.



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9 REPLIES 9

@nitinku could you explain choosing this as solution and mine reply not? What was wrong with my reply?

I shared the same business rules wirth more details 

 

Thank you for your feedback

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Where the rules are real, you'll find me

Rakesh_M
Kilo Sage

Hi @nitinku ,
A before business rules[Clear On Hold Reason] clears the on hold reason value when state is not on hold.

please @Rakesh_M be careful ☝️ the trigger has 2 conditions:

  • State is NOT On Hold (as you said)
  • On Hold Reason is not empty (missing in your post)

The BR is triggered only when relevant, with your condition it would be triggered ALWAYS unless On Hold (New, In Progress, Resolve, ...) 

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Where the rules are real, you'll find me

Hello @GlideFather ,

 

You are right, I was giving a general explanation of what clears the field and did not include the complete trigger conditions. Thanks for pointing out the additional condition. I will make sure to be more specific in future community posts.

 
 
 

SUHEL AKTHER Md
Tera Contributor

Hi @nitinku ,

When you change the state to On Hold, then the following ui policy will run, which makes the on hold reason field Visible and Manadatory

SUHELAKTHERMd_0-1779793393833.png

If you select the on hold reason as "Awaiting Caller" then the follwoing ui policy will run, which makes the Additional comments manadatory.

SUHELAKTHERMd_1-1779793721334.png

If you change the state from On Hold to any other state and Save/Update the Record. Then the following Business rule will run which makes the on hold reason empty.

SUHELAKTHERMd_2-1779793866795.png

 

If this response helped resolve your confusion, please mark it as Helpful and Accept it as the solution.