Set Change User Option based on Parent Change

Hi, 

We create a new Change based on an existing one via (Create Change from Record) 

I have an Change Model which is selected. 

I need a rule that set a User Option if this Change Model is used while creating the the Change from another record, then i would set the User Option "Has Parent Change" to true) 

How do i need to set up the Rule for doing this? 

Best regards, Fabian

  • Verified Answer

    +1  

    Fabian,

    You will not be able to set the user option directly, as the trigger needs to come from an "After adding a relationship" event and that can only be invoked from the main workflow.

    The rule should be added on the "After adding a relationship" and then use a "set fields" or "set fields on related" rule to update a field (custom or reuse of an OOB one). If the information needs to be at the user option level, then you can have a secondary rule at the model level, and when the original field changes, update the user option. With that said, if the regular field is used, replicating the information at the user option level may not be needed.

    As of how to invoke the rule on "After adding a relationship", you will have to use the current_association object:

    https://docs.microfocus.com/doc/SMAX/25.1/ObjectPropertyExp

    Best regards,

    Brindusa