Category field is defaulting to 'Called Customer' rather than 'Memo' when creating a Journal Note from self service

Version 1


    Even though the Initialization business rule for Category on Journal.Notes is set to 'Memo', and there are no editing rules, the value is still being saved as 'Called Customer' when a self service user adds a Note to an Incident.


    This is configured in a business rule on Incident called 'Add Notes for Self Service Incident' - it's in the first section (Triggered Actions). If you edit the rule and examine the Insert Child Object action, you will see the 'Called Customer' value is inserted; you can change it here to 'Memo' if desired.