1 of 1 people found this helpful
This is how you can do it:
- Create a new Employee - Service Request Relationship (e.g. UpdateEmployee)
- Create a "Composite" QuickAction:
- "Search and Link" for the Employee.
- Run for Child (You have to create an "Update" QuickAction on the Employee Object and run it from here). (You can also create a Triggered Business Rule that will happen "On Link")
- "Search and Unlink" for the same employee, removing the Relationship.
But, if you do it that way, there won't be any records of why that Employee profile was changed, you should always have to be able to find a request in teh users name for any work done to that user. The correct way to go would be to add whomever requested the change as the "Requested By" and the employee you are going to update as the "Customer" and then the changes are easier because the relationship is already there... If you want to go this way but not sure how, let me know and will expand the answer.
2 of 2 people found this helpful
If you want to update the user with a value on the request and the user is referenced in a link field on the request (profile link or alternate contact link) i have used the below method before.
create a new Update quick action on request
over on the right hand side where it says apply action to click on the "Service Request" link
in the popup select the relationship that links back to the user
now when you use the drop downs it will give you the fields on the employee record not the request
and in the expression you can select fields from the request
hopefully that makes sense and helps
I didn't know that one! That looks great!
Thanks for the tip.
Are you accepting the relationships default settings when creating the relationship?