Posting

Posting is the process of copying data from a source record to a target record. The purpose of posting is to update similar fields in other records without having to open those records to modify each field.

A link record defined to support the posting process copies data from orders (source records) to quotes (target records). The Comment fields must start with the word POST.

Posting to a new Configuration Item (CI) record is done automatically for models that have a configuration file defined. Further posting of actions can occur, but requires system tailoring.

If the background posting process cannot lock records, the posting is rescheduled for a certain time in the future (for a maximum number of times). If the risk of two users accessing and modifying a record simultaneously is unacceptable, consider alternatives for posting to records that need to be locked.

The process of posting is covered in the Format Control section of the Tailoring Help. In Request Management, the master Format Control records (ocmq, ocmo, or ocml) execute first; then the category Format Control (name=phase definition’s default view). These Format Control records can call the post.fc application.

See the Tailoring Help for more information about posting and creating link records.