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Problem with Organization based on Caller

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Geek
Regular Collector

Problem with Organization based on Caller

Hi Experts,

We are having problem with 'Organization' of the 'Caller'. Our scenario is like this:

Whenever a person's name is populated in the 'Caller' field, his organization's name populates in 'Organization' field.
If we change the value in 'Caller' with a person belonging to different Organization,it shows an error message that " No item found with
this search code" because still the 'Organization' field is having old value. It does not happen if after clearing the old value of 'Organization' we press
'Enter' key to refresh it, though users do not refresh it and get this error message.
Is there a way to clear the 'Organization' field as soon as 'Caller' is cleared without pressing any key??

Please suggest.
4 REPLIES
George M. Meneg
Honored Contributor

Re: Problem with Organization based on Caller

Hello,

It's pretty easy to do that using a UI rule.

When item have been changed and caller is empty then set organization to "make empty".
menes fhtagn
Geek
Regular Collector

Re: Problem with Organization based on Caller

Hi George,

Actually we are using one UI rule to make Organization empty when Caller is made empty. But what happens is,when we clear the Caller field, the Organization still carries the old value and gets cleared only when we press any key. If you don't press any key to clear this Organization and put another person in the Caller, it shows the error message.
This is causing issues becuase rule fires only after key press.

Please suggest.
Alain_18
Regular Collector

Re: Problem with Organization based on Caller

Hello,

Very late answer, but someone colud still use it.
Make a button and an UI rule making empty both caller and organization.
Just one click to remove both.

Re: Problem with Organization based on Caller

Or you can use the "Commit" command in UI-rules. This command saves the Service call with the current values.

Make the following rule:
When Caller is changed to empty,
THEN empty Organization field
Commit

You will find the "Commit" command in UI-rules, Add, Command Exec action, Commit.

Just be aware of that any rules triggered by "Before the item is saved" will be triggered by the "Commit" command.
//Add this to "OnDomLoad" event