Business Rule not getting invoked during record creation for custom objects

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

A business rule set on a sub-object of a custom object, based on a condition that, whenever the sub-object’s attribute value is updated, a corresponding designated Boolean attribute of the sub-object is set to true. This rule operates only when a record instance is present in the sub-object and does not work when the record instance is being created.

 

STEPS TO REPRODUCE:

1 On Clarity create a custom object and API enable it

2 Create a sub-object of the above mentioned custom object and API enable it

3 On the sub-object create a static / dynamic lookup based attribute and API enable it. Make this attribute as required

4 On the sub-object create a boolean attribute and API enable it

5 On modern UX, create a custom blueprint for the object created on Step 1 and add the sub-object module to it

6 Create a Business Rule with the following details:

Target Object = sub-object created on Step 2

Under Rule Type select the option: Attribute Update

Set Target Attribute = lookup based attribute, created on Step 3

Set the condition, for a particular value of the lookup based attribute, the boolean attribute, created on Step 4 should be enabled, under the Data Actions

Save and activate the Business Rule

7 Publish the blueprint

8 Create an instance on the Custom Object created on Step 1 and associate the above Blueprint

9 Access the sub-object of the Custom Object create an instance, update the attributes as follows:

• Name
• ID
• Lookup based attribute (since it is a mandatory attribute)

10 Allow the record to get saved with the above attribute values

 

Expected Results :-

The business rule should get invoked and enable the Boolean attribute since value is being entered in the lookup based attribute during the record creation

Actual Results :-

The business rule does not get invoked during the creation of the sub-object instance

Environment

Clarity 16.3.3 and all valid PPM releases 

Resolution

The behavior is confirmed to be functioning as intended. The business rules does not trigger during record creation phase and will always trigger on update actions, once the record is created.

In the scenario where an object has a mandatory field, even if the value is entered in the mandatory field during record creation, the record instance is not created at that instant.