how to send transaction through re approval the am...
# ask-stanley-ai
s
how to send transaction through re approval the amount is edited using workflow
c
AI generated answer (using internal Slack threads):
To send a transaction through re-approval when the amount is edited using a workflow, you can follow these steps: 1. Create a custom checkbox field on your transaction record. This will be used to track if the record has been edited. 2. In your workflow, add an action in the Approved state that sets the checkbox to true. This action should be triggered 'Before User Edit' or 'Before Record Submit'. 3. Add a condition to your transition from the Approved state back to the Pending Approval state. This condition should check if the custom checkbox is true. 4. Upon entry into the Pending Approval state, add an action to uncheck the custom checkbox. Here is a more detailed breakdown: - Checkbox = False in Pending Approval State - Checkbox = False when first entering Approved state - Checkbox changes to True when edited in Approved state (this triggers the transition) - Checkbox = False when it moves back to pending approval This loop will continue each time the record is edited. If you want to trigger re-approval only when the amount changes, you can add a workflow field that stores the amount after you leave the Pending Approval state. Then, in the Approved state, add a transition back to the Pending Approval state if the amount does not equal the stored workflow field amount. Once back in the Pending Approval state, you reset the Workflow Field Amount after it transitions into the second state of the workflow. ****** 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: 0.846115828
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844055772
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841628611
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