I want to update an Employee object field with information submitted on a service request.
First off I added a new field to the Service Request Object called TargetUser
Then created a Service Request offering with form items:
NameOfLeaver (gets the leavers Display Name, not the CurrentUser)
LeaveDate (gets the date of the Leaver)
with a request fulfilment workflow to::
1. update a TargetUser field in Service Request
2. run a quick action UpdateLeaver
The Quick Action UpdateLeaver was a compound action using a SearchAndLink action using a relationship to the Employee
Employee#.DisplayName (Display Name) = $(TargetUser)
Then adds an action that updates the Employee field LeaveDate
If I run the service request it updates the TargetUser field however it does not update the employee. If I then go into Service Request and run the Quick action again it works, updating the Employee record. From this I assume the information is not transferring due to the request not being saved at first. I have tried to create a second quick action to store the NameOfLeaver info and save the service request before carrying on with the workflow (instead of just using an update) but to no avail.
I have looked at the discussion similar to this by [email protected] 24-Nov-2016 07:24 but I dont seem to be able to extract exactly what I am trying to achieve.
Any suggestions of how I can ask for a user name and then use this to target and Employee and update a field from a form item?