Is there any way to update the active workflow in ...
# general
l
Is there any way to update the active workflow in a transaction? We had an approval workflow for Sales Orders. When the companies grew, we had implemented a new approval workflow but instead of updating the existing one, the developer created a new one that were applied only to transactions after the deployment of the new one. And then at some point, the old approval workflow was updated as well to mimic the new one. Now we have 2 approval workflows that are just the same. But whenever we need to update something, we need to do it twice. Note: The approval worklows reroute edited SOs for approval again. Some SOs are open for over a year, so we probably won't get rid of the older version very soon. Is there a way to update the SOs running in the old workflow? Replace the linked active workflow with the current one in bulk?
m
You could make a new state in the old workflow called Exit workflow with no actions but do not check the (do not exit workflow) button Then use a mass update to transition all records into the “exit workflow” state
The meads update will force all records into this state regardless of the transitions you have setup in the actual WF
l
That makes sense. That is a great idea. As always. Thank you so much. Then, I'll just do a mass update to initiate the new approval workflow on those transactions? Is there a way to initiate them to a specific state? Don't want the transactions to go through the first state where there are set field value actions that should only be triggered upon creation. I tried the event type set to Create but it's not working. The action is still triggered on Edit. I removed the Custom Mass Update context but it is still triggered by mass updates. I can just temporarily deactivate those actions while I transition them to the workflow but maybe there's a better way.
m
Hmmm. Yeah maybe inactivate those actions and then move all your records. Then reactivate them again
l
Thanks!