Symptom
How to create a rule to copy field value from Employment Information into the Termination portlet during Termination Event
Environment
Employee Central - Employment information
Employee Central - Termination
Reproducing the Issue
- Create a rule to copy value of field A in Employment Information into field B in Termination Portlet
Cause
Configuration- Need to ensure
- Field A and B have the same properties, for example if there is a picklist both should have the same picklist
- The condition include the qualifying event - Termination
- Set the rule to trigger OnChange (in a mandatory/ influencial field within the portlet ex- Termination Date ) or OnSave on the portlet
Resolution
1. Create a rule on Employment Details Object to copy field A into field B during termination
If
Employment DetailsJob Information.Event Reason.Event is equal to Termination
Then
Set Employment Details."field B" to be equal to Employment Details."field A"
OR
2. Set the rule to trigger onChange on the End Date (Termination Date)
(this way whenever the Termination event is selected and the date entered, the field with be copied automatically and user can see this before saving)
OR
3. Set the rule to trigger onSave on the portlet.
(this way when the Termination event is save, the field with be copied but user will see this after saving)
Keywords
Copy field, Termination, map field , KBA , LOD-SF-EC-JOB-RUL , Job Info Business Rules , LOD-SF-EC-TER , Termination Details , How To