TWD Defect Resolution : Approved Extension Request ' Proposed Due Date' field To Auto populate on Parent Record

Extension Requests are TWD records which are used in situations where a time-sensitive record cannot be completed on time. Extension Requests contain information about the change, a proposed due date, Justification for Extension, justification for No Impact and Requested by fields.

When Extension Requests are approved in the workflow the proposed due date from extension request record should be updated on parent record. The parent record can be one of the following (Action, Audit, Quality Event, CAPA, Change Control, Standalone CAPA, or Complaint) and shown in the screenshot.

The defect as a patch is not made available in latest versions of release but only through QPA installation only. For customers upgrading to Summer 21 and later this patch cannot be used directly through URL installation but needs manually intervention and hands-on customizations to take advantage of the patch.

Root cause of the issue:

The process builder automation responsible to update Parent Due Date from Extension request has below glitches:

a) Duplicate ’Due Date‘ field on parent record object ( TWD_Due_Date__c and CMPL123QMS__Due_Date__c ) which have caused confusion during field selection in process builder . For Dev record page layout the field used when record is created is TWD_Due_Date__c but in process builder the field used for automation to update field is CMPL123QMS__Due_Date__c . This mismatch in fields caused process builder to update wrong field in frontend and thus the actual field is not updated by the process builder .

b) Improper criteria logic under process builder criteria

Non working Old logic :

Updated logic to fix the issue :

c) The workflow action is not used in process builder immediate actions and its empty

d) The workflow action name is wrong in process builder immediate actions.

Steps to fix the Due Date Update from Extension Request to Parent Record.

1. Navigate to setup ==> search==> Process builder

2. Open Process Builder - Managed Extension Request Processes

3. For each object criteria in process builder run through the steps mentioned in " Root Cause " section mentioned above .

The extension record Proposed Due Date should be updated in parent record Due Date field .

Exanples :

Parent QE Record : The Due Date field is updated with Proposed Due Date value from Extension Record .

Extension Record : Proposed Due Date is set 2 days later and record is approved .

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