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Company field - implementation

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Dumitru Neferu
Valued Contributor.

Company field - implementation

Hi,

I have HPOVSD 4.5 with SP19.
I have two fields, one is standard ( Organization) and a custom field called Company.
My "organization" data is structured in a tree with root.
I want to implement a rule or some rules that should copy the "root organization" of the organization entered in the field organization (wich is created on Organization), into the company field (wich is Person - Entity Reference type).
Does any has an idea how to make this implementation.

Thank you,

Gabriel.
6 REPLIES
Akies
Outstanding Contributor.
Solution

Re: Company field - implementation

Hey Gabriel,

If your "company" field is a text field than u can easily define a rule of data update type with action as "company equals organization --> parent"

Regards,
akhil
Dumitru Neferu
Valued Contributor.

Re: Company field - implementation

Hi Akhil,

No, the company field that i use is created on Person and is an Entity Reference of Organization.

Thanks,

Gabriel.
Akies
Outstanding Contributor.

Re: Company field - implementation

Hi GAbriel,

This is what I could understand from your staement..You have a field of organization type in persons..Now you want that whenever the organization of requestor of a call is selected then other field (company) should get the value of parent or root organization of the organization selected.

See I have tested this also in incident management and it works..Kindly explain with some screenshots(if possible) for more clarity of ur problem.

Regards,
Akhil
Dumitru Neferu
Valued Contributor.

Re: Company field - implementation

My DB rule looks like this : Company equals [Organization Parent Parent], but my organization tree is "deeper" than that. So this doesn't work for me, i think.

Thanks
Gabriel.
msk_1
Valued Contributor.

Re: Company field - implementation

Hi, Gabriel!

Our solution was to use web-api util, which fills custom field "root org." for each organization (every day Scheduled Task). Code is rather simple.
Dumitru Neferu
Valued Contributor.

Re: Company field - implementation

Hello msk,

Can you please provide us with the code?

Thank you.
Dumitru.