Does anyone have an idea on how to trigger a workf...
# generald
Deepthi
04/16/2022, 10:10 AMDoes anyone have an idea on how to trigger a workflow to initiate state if changes are made after a vendor bill is approved
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Kara
04/16/2022, 8:32 PMyou could trigger on edit record
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Deepthi
04/16/2022, 9:57 PMnothing works
Deepthi
04/16/2022, 10:01 PMthe Bill just stays in pending approval
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Tahir Mustafa
04/18/2022, 12:09 PMI have created a separate workflow that triggers on change of certain fields.
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Deepthi
04/18/2022, 12:11 PMCan you please tell me how to do this
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Tahir Mustafa
04/18/2022, 12:12 PMI am on a leave today but pls direct ping me tomorrow and I can share the screenshots of my workflow.
Tahir Mustafa
04/18/2022, 12:12 PMI set the conditions on the workflow level rather state level.
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Deepthi
04/18/2022, 12:13 PMAwesome. Let me ping you tomorrow.
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AI1
04/18/2022, 1:51 PMOk @Deepthi I got this to work. Here are the steps I took. In the pending approval state I have these 3 actions. Set Status to Pending Approval (on entry) Set Edited Checkbox to Unchecked (on entry) and add button.
AI1
04/18/2022, 1:51 PMThen transition to Approved state (on button click)
AI1
04/18/2022, 1:52 PMIn approved state I have the following actions. Set Status to Approved (on entry), set Edited checkbox = T (before user submit)
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Deepthi
04/18/2022, 1:53 PMThank you !!!!!! let me try this approach and i will update
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AI1
04/18/2022, 1:53 PMThen add a transition back to pending approval state if Edited checkbox = T (after record submit)
AI1
04/18/2022, 1:54 PMBe sure you are checking the box using Before User Submit and triggering the tranisiont After Record Submit
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Deepthi
04/18/2022, 1:55 PMokay let me try this.
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