Watch list and worknotes list.

Hitesh Ramba
Tera Contributor

On an incident form when a category and subcategory were given , based on it the WATCH LIST and WORKNOTES LIST must populate .
Please help me on this.

10 REPLIES 10

Hi @Hitesh Ramba  ,

 

Define the Data Lookup Definition:

Name: Provide a name for your Data Lookup.
Table: incident
Source Field: This should be the Cat and Subcat fields.
Target Field: These should be the WATCH LIST and WORKNOTES LIST fields.


Write the Lookup Script:
Write a script to perform the lookup based on the selected category and subcategory.

(function() {
var category = current.category.toString();
var subcategory = current.subcategory.toString();

if (category === 'Category1' && subcategory === 'Subcategory1') {
current.watch_list = 'User1, User2';
current.work_notes_list = 'Note 1, Note 2';
} 
else if (category === 'Category2' && subcategory === 'Subcategory2') {
current.watch_list = 'User3, User4';
current.work_notes_list = 'Note 3, Note 4';
} 
//go on as needed with else if conditions...
else {
current.watch_list = '';
current.work_notes_list = '';
}
})();

 

I hope this helps...


☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....

LinkedIn - Lets Connect

SANDEEP28
Mega Sage

@Hitesh Ramba  You can achieve it using UI policy. I have tested below UI policy and working.

 

SANDEEP28_0-1712056702177.png

 

SANDEEP28_1-1712056752061.png

 

Note - for category and subcategory field in condition builder, we don't have operator as "not empty". So you can use "is one of" and select all categories.

 

 If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!

 

 

 

 

Hi Sandeep ,
The question is " using data lookup .If one of the category and subcategory is selected then they should populate in those respected field, how assignmnet group is getting populated ".

Could you please check this

Hi I have created a data lookup definition where i have to populate the watchlist and worknotes list .For this i have created matcher table 'watchlist_worknoteslist' and added fields like category ,subcategory, watchlist and worknotes list .

 

Here if i select category as Database and subcategory as DB2 ,then watchlist and worknotes list must be populated . So in the data look up defintion i have added macther fields as category and subacategory , setter fields as watchlist and worknotees list.

But it is not working , Please help me in clearing this .I am posting pictures regarding this.I used everything Out of the box only.

 

kindly check with this.

Mark Manders
Mega Patron

I guess you answered your own question with data lookup, or is there something else you need help with?


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark