Without scripting, is it possible to add a workflo...
# generall
Luis
07/28/2023, 7:12 AMWithout scripting, is it possible to add a workflow transition that says, “if the item, item rate, tax or amount is changed, re-route the workflow for approval (or transition to the next state”. I can’t seem to do that via saved search condition and condition builder.
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Karina
07/28/2023, 3:33 PMShow Message action?
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Dylan Fields
07/28/2023, 4:13 PMI've done something along these lines. Have a PO approval workflow where, if approved and someone edits something that affects the total amount, it triggers re-approval. Involves creating lots of custom fields and some SSs but it's possible.
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Luis
07/30/2023, 12:08 AM@Karina thank you but I don't think that triggers it to transition to the next state?
Luis
07/30/2023, 12:10 AM@Dylan Fields are you able to share the general set-up that you did? I was thinking of storing the old values in a custom field (concatenated) and the new values in another custom field (concatenated) - both in the headers. And then supposedly I can use those custom fields as a transition condition.
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Karina
07/31/2023, 3:05 PM@Luis - you are right, not sure of the transition, sorry 😞
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Dylan Fields
07/31/2023, 8:06 PMLuis, that's pretty much it, yes. There's some extra stuff here, but there's these fields and background searches:
Dylan Fields
07/31/2023, 8:10 PMSo, in short, I'm capturing the PO total and storing on header, then capturing changes to the total and storing those, and I have a T/F field driven by a search that basically says if the change is over a certain dollar figure that feeds into my approval workflow. It's a lot of fields and searches and is a bit of a pretzel but it works.
Dylan Fields
07/31/2023, 8:11 PMDisregard the tax line fields - that's a similar mechanism but isn't focused on dollar figures.
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Luis
08/01/2023, 5:06 AMHi @Dylan Fields, thank you! I'll try it.
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