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I have done some minor customization to the "Quick Create: Time Entry" form so our staff can do time entries for Cases and Projects. I basically created a custom field called "Work Type" that is an option set so staff can select a Case or Project for the time entry and everything seems to be working fine from that standpoint. In an effort to make reporting and time entry views a little easier to deal with, I want to create a business rule that populates a custom field called Case/Project.
The form has a field (option set) called "Work Type". The user selects "Case" or "Project" and the "Business Rule" determines what fields are available on the form. At this point the user would select the case or project that the time entry is for. I have included a screenshot below.
Reporting on this information is a little clunky due to the way standard reporting works in regards to grouping, so I had an idea to create a custom field and move the case names and project names for time entries into this field.
I created a field called Case/Project. My thought process is to create a business rule that will "set value" for the Case/Project field to the case name or project name for each specific time entry. The problem is when I create the business rule the Case field is not an option when I set the "Set Value" field.
Hope this makes sense.
I suspect this has to do with setting up the relationship between the Time Entry entity and the Case entity. I have set that relationship but I suspect there is something that I'm missing.
Any help will be greatly appreciated.
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