Service_Creatio_() | Community Creatio

Question

00:57 Jan 31, 2020

I have created a process that updates the values of a Knowledge Base article with columns that the process reads from a Case. The problem is that the values are not shown until you save the KB article and reopen it. Is there a way for the values to be shown right away while you are creating the new KB article?

For example, watch this video at the 13 second mark and notice how the two columns: Issue/Symptom and Resolution Notes are empty. I save the record and it closes, then when I open the new record again, you can see the columns have values that came from the Case record.

Is it possible to make it so the user see's these columns filled out right away when they are first adding the new KB article? (for example, at the 13 second mark in the video they would already see the values "Sample Issue" & "Sample Resolution Details")

Here is what my process looks like:

1 comments

Ryan Farley

16:40 Jan 31, 2020

There are two main options for this:

1) Send a message from the process to the page to tell it to reload the values. You can see an article on that topic here: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

2) Wire up a change on the page to the fields that trigger the change, then use client-side code to read the values via ESQ and update the fields from the results. An article on wiring up a change event here: https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…

Ryan

Show all comments

Subscribe to Service_Creatio_()