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

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

Bud Hartley — Wed, 07 Jul 2021 02:10:20 GMT

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.

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

Bud Hartley — Wed, 07 Jul 2021 01:27:09 GMT

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.

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

Bud Hartley — Tue, 06 Jul 2021 23:02:03 GMT

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.

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

André Lopes — Tue, 06 Jul 2021 22:52:41 GMT

Find Condition definition for trigger of SugarBPM process.

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

Bud Hartley — Tue, 06 Jul 2021 21:50:01 GMT

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

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

André Lopes — Tue, 06 Jul 2021 21:41:19 GMT

The solution is pretty easy, find SugarBPM below.

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