Hi,
I'm looking for some help with an issue I have with how our Category and Status fields work together on the Incident Business Object.
We have a business rule configured which dictates that when the Category field is changed from blank/null and the status is currently "Logged", the status changes to "Active". This means that we can change the Service and Ownership (Team and/or Owner) and therefore so long as we never set the Category field, the status never changes to "Active".
We have another Required Business Rule which determines that the Category field becomes mandatory only when the status is NOT "Logged" and therefore if we never change the Category, the Status remains "Logged" and therefore the Category field does not become mandatory.
I want to change these so that Status changes to Active when the ownership is changed (i.e. either the Team is Changed from the default, or the Owner is changed from blank/null to a valid owner. I have been able to configure and turn off appropriate rules for this to happen.
However...
We use a Service Provider model and have the ability to transfer between service providers. When we do so the Incident should revert to the defaults for the new service provider as well as the Status changing back to "Logged" and the Category resetting to null. This should then mean that the Category is no longer mandatory but this is not happening and the Category is remaining mandatory. The change of the status back to "Logged" seems to be being ignored and I don't understand why. The person making the transfer is not able to save the Incident without the Category setting but they do not have the appropriate rights to do so for the other Service Provider, which we do not want to change.
The rules I will end up with are as follows:
Editing Rule for Incident.Status on update of Owner:
On Change: Owner
Set: Status
Expression: $(if Status == "Logged" then "Active" else Status)
Editing Rule for Incident.Status on update of Team:
On Change: Team
Set: Status
Expression: $(if Status == “Logged” && (IsNull(Owner) || Owner == “” then “Active” else Status)
Required Rule for Incident.Category (Default)
Field Name: Category
Expression: $(Status != "Logged" && AC_ServiceProvider != "Name of One Service Provider")
**One of our Service Providers doesn't use categories so is excluded from the Required Rule
When we transfer the Incident to another Service Provider the following value updates are made:
Old Service Provider - The Service Provider the Incident is being transferred from
New Service Provider - The Service Provider the Incident is being transferred to
Service Area - A default value set against the Service Provider
Service - A default value set against the Service Provider
Category - NULL
Status - Logged
Team - A default value set against the Service Provider
Owner - NULL
Has anyone had a similar issue or have any thoughts on what I might be doing wrong/how I can get this to work? I just don't understand why based on what I'm configuring, the change of the Status back to Logged isn't causing the Category to become 'optional' again.
Thanks in advance
Stacey