Question

Post to invoice when request status changes to close

  • 10 September 2021
  • 0 replies
  • 23 views

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Hi.

When a request becomes closed, there is a button called “Post to invoice” on the invoice tab under requests.

How can I run that automatically so that the user does not have to click on it, but instead make it execute when request status becomes closed?

Someone suggested a business rule using xml. Is there a simpler way of executing the script attached to the button? Or an app parameter that could be set to do this? I am not that well versed in xml, so if I need to use the business rule method, how would I pass the parameters needed into the xml?


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