In a business rule can I set the value of a column on one entity to the value of a column in a related entity?

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Posted on by Jessica Weissman

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I need to set the value of a field to the value of a field in a related entity, but only if another field in the first entity has a specific value. i.e. for Tribal agencies I need to set the field to the value of a field in a related entity, but for other agency types I need to let the user enter a value.

As far as I can tell, business rules have access only to the fields of the entity to which they apply. Is there a way around this?

I can't make it into a calculated field because I can't figure out how to let users enter values into a calculated field.

Any ideas?

My (unsatisfactory) solution would be to make an extra field on the agency entity that is blank for Federals but holds the required value for Tribal agencies. Then I can make a business rule that works.

Thanks,

Jessica

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Manoj Mane 1,012 on at

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RE: In a business rule can I set the value of a column on one entity to the value of a column in a related entity?

Hi Jessica Weissman,

Business Rule will only work on the particular Entity/Table Level.

If you want to update the related table field based on the Parent Table you can user the Out-Of-Box sync/async workflow or the Create an Power Automate.

Thanks,
Manoj Mane.

Please mark this as VERIFIED if it helps.