If a user edits a Journal Entry in the approve sta...
# ask-stanley-ai
n
If a user edits a Journal Entry in the approve state how do I return the workflow back to the first state?
c
AI generated answer (using internal Slack threads):
Based on the conversations, to return a Journal Entry in the approved state back to the first state after an edit, you can follow these steps: 1. Create a custom checkbox field on your Journal Entry record. This will be used to track if the record has been edited while in the approved state. 2. In your workflow, add an action in the approved state that sets the custom checkbox field to true. This action should be triggered on 'before user edit'. 3. Create a transition from the approved state back to the initial state of the workflow. This transition should be triggered on 'after record submit' and should have a condition that checks if the custom checkbox field is true. 4. In the initial state of the workflow, add an action that sets the custom checkbox field back to false. This action should be triggered on 'on entry'. Here is a summary of the workflow actions and transitions: - Approved State: - Action: Set Field Value (custom checkbox = true), Trigger: Before User Edit - Transition: To Initial State, Trigger: After Record Submit, Condition: Custom Checkbox = true - Initial State: - Action: Set Field Value (custom checkbox = false), Trigger: On Entry This setup ensures that any edit made to a Journal Entry in the approved state will trigger the workflow to return to the initial state, requiring the record to go through the approval process again. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851986
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845965683
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844007194
Please provide your feedback on this answer.