How can I run a business process on a record before the record is opened?

Case

The Product Page has fields that are populated by the user. This product page also has a detail called "Change Request" if the clients customer has a change request on the product. The Change Request page is almost identical to the Product Page, and the idea here is that the page is pre populated with all of the information from the previous page. So how would I populate this new page with information from the first page, before the user gets to it so they can start altering the information on the page?

Solution

To achieve your business task you need to create a custom business process that would consist of the following process elements:

1. Start signal - a record added or modified in the fields that are used in Change Request Page

2. Read data - read the value of the necessary fields on the Product page

3. Modify Data - modify the Change Request Page by adding the values to the necessary fields

In this case, once the records is added to the product page, the values will be populated automatically in the same fields on the Change Request page.