Say I am on case form:
Using business rules I have noticed that there's an action "Set a field value". How can we set field values based on certain conditions dynamically?
For example, if invoice search (invoice search is a field on phone to case process) contains data --> Set customer name accordingly (related to that invoice, if such invoice already exists because customer and invoice have 1 to many relationship).
It isn't documented much about business rules but I read in another post that we can use related entities using dot notation. But in this case can't I use this set value as field 'customerid.name' ? (set customer's name which is related to that invoice. ).
It doesn't allows me to enter any dot notation rather asks me to pick up a lookup value. Undoubtedly business rules will save a lot of time, so any help would be highly appreciated.
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