Name change event in Intelligent Services

[RahulSoneji31]

Hi,

I am working on a requirement where when an employee submits a name change ( first name or last name ) and when it gets approved by the HR team, it should be sent as a real time notification to the employee, logged into an external 3rd party application. We are making use of CPI to integrate SF and the 3rd party application, so which means the notification has to flow from SF EC to CPI to external application ( via API call ).

To achieve this, we are making use of the name change event in Intelligent Services which will connect to CPI and transfer the notification to the 3rd party application. We are implementing a business rule in the personalInfo HRIS element, which should trigger a name change event on 'onSave' to Intelligent Services, However, the event trigger works only when the employee has submitted a change and not when HR team has approved/declined it. So we are unable to capture the HR approval in real-time to be sent to the 3rd party application.

Can anyone help in this regard? Inputs are appreciated.

Thanks,

Rahul S

[ashleyqu]

Hi tarungupta, As onPostSave rule could not compare current value and previous value directly, we would have to have a custom-string field to store previous value, and then compare the current value with custom-string field value in onPostSave rule. The custom-string field value could be set via onSave rule once the relevant value is changed. Hope the answer helps. Best regards, Ashley

[tarungupta]

Thanks for the answer, I believe the issue has changed. Even without comparing the value to the previous one, it still isn't working. I've attached a screenshot of the new rule. It works on 'on save' but still encounters the same issue in the post-save scenario.