I am looking for some help setting up a new trigger in POB. Im basically trying to get POB to update a string once a user has updated a case memo. The users must in the below user groups for it to update. I’ve attached the condition setup below.
PQL Value:[1|Case x|x.CasePK=[CasePK] And ‘[UID]’ IN (‘Core Network’,Service Desk’,’Senior Analysts’)]
I’ve attached the condition to a Database action.
Execution Mode: Public
Condition: Case.Update_ByTeam: Case.Update_ByTeam
Operation: Set Values
Target Column: Last updated by Team
Source PQL Value: [GID]
I’ve tested this but it still doesn’t update the string with the Users Group.
In your PQL, you are working with [UID], which is retrieving the current User’s ID. But if I understand you right, you want to get the current User Group’s ID, which would be [GID].
I guess that’s the only problem. 🙂
PS: You can test any PQL by typing it into the bottom-left navigation search field (F11) after a “=”, such as “=[UID]”. That way, you can always see which value your PQL returns in a certain situation. If you open a case where the trigger should be fired, and you put in your (corrected) PQL, you should see a pop-up showing “1”.
What if you switch your Condition Action from Memo Insert to Memo Update?
As far as I remember, Memo Insert will only fire when the first memo entry is saved on a case – and most cases should already have one.
Another hint: If you want the trigger to fire only on certain memo types (such as “Problem”), remember to add a line like
Field = Description
Condition = Memo Type
Value = Problem