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Creating a simple Business Rule to copy one field into another field

Bud Hartley

I'm attempting to work around the use of an "auto-increment" field value in a PDF Template after I discovered a bug in release 11.0:

Portal URL: https://portal.sugarondemand.com/#supp_Bugs/87565
Description: AutoIncrement Field Not Available for PDF

My thought is to create a text field, and copy the value of the "auto-increment Number" and use that field in the PDF.  Since BPM doesn't have a "copy" function, I thought maybe a business rule would do the trick.

My attempt at creating the rule was to trigger the rule if the auto-increment number isn't "9999" but I can't figure out how to get the rule to place the number in a "number copy" field.

It's probably something basic, so I'd appreciate some help without flames coming my way.  Thanks.

  

  • 0

    The solution is pretty easy, find SugarBPM below.

    I just tested on Quotes and it worked like a charm.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Yes, I'm sure it's simple but I'm struggling with the rule set-up...  I have a Process identical to your image.

    I started with the condition that the autoincrement field isn't "9999" but I'm not sure what the "return" should be...

    I have other rules where I return drop-down values or insert text...  What does the "return side" look like in you

    Thanks for being gentle with me - I don't have a lot of experience with Business Rules

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0 in reply to Bud Hartley

    Find Condition definition for trigger of SugarBPM process.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    I'm not being very clear.  I have the Process written - Trigger / apply rule / End.  I'm having difficulty with the Rule that copies the number.  Here's a screenshot of one of my attempts.  I'm not understanding the "return" part.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0

    I'm beginning to think that copying the autoincrement number to another field is not possible.  Can anyone confirm this?

    The Business Rule area under the Return field does not offer the autoincrement number as an option in the drop-down. I am able to do tpopulate the Number Copy field with a totally unrelated field content and the simple process of applying the rule works.

     

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • +1

    SUCCESS!  I found a way to do it with a simple process step!

    Instead of trying to apply a business rule, it is accomplished with a simple "Change Field" step - Setting the "Number Copy" field to be the "Number" field!

    Thanks for looking at this.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)