skuruvil
10/07/2024, 3:23 AMCeligo AI
10/07/2024, 3:23 AMAI generated answer (using internal Slack threads):To use a scheduled workflow to move along journal entry approvals, you can follow these steps: 1. Create a new workflow or edit an existing one in the SuiteFlow module. 2. Set the record type to 'Journal Entry'. 3. In the 'Triggers' section, set the 'Event Definition' to 'Before Record Submit' and 'Event Type' to 'Create'. 4. In the 'States' section, add a new state. In this state, add a new action of type 'Set Field Value'. Set the 'Field' to 'Approval Status' and the 'Value' to 'Pending Approval'. 5. Add a transition from the 'Start' state to this new state. 6. Add another state for 'Approved'. In this state, add a new action of type 'Set Field Value'. Set the 'Field' to 'Approval Status' and the 'Value' to 'Approved'. 7. Add a transition from the 'Pending Approval' state to the 'Approved' state. Set the 'Condition' for this transition to be based on your approval criteria. 8. Finally, schedule the workflow to run at a specific time or interval. Remember, the workflow will only trigger for new Journal Entries created after the workflow is activated. For existing Journal Entries, you might need to manually change their status or create a Mass Update script to update them in bulk. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/07/2024, 3:23 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/07/2024, 3:23 AM