How to set up workflow to move back to pending app...
# ask-stanley-ai
a
How to set up workflow to move back to pending approval after a user edits it. Mine is still sticking in approved state
c
AI generated answer (using internal Slack threads):
Based on the conversations, here is a way to set up a workflow to move back to pending approval after a user edits it: 1. In your Approved state, create a transition back to the Pending Approval state using the After Record Submit trigger. This means that anytime the Bill is in the Approved state and someone does an edit/Save, it will transition back to the Pending Approval state. 2. Add a custom checkbox to your bill record called “Edited”. Add an action to the approved state that checks that box (before user edit or before record submit). Then add a condition to your Transition of Edited checkbox = T. Remember to uncheck the edited checkbox upon entry of Pending Approval state. 3. Add criteria to the transition (after record submit) back to the pending approval state. You do not want the approved state to be
do not exit
. 4. Add a workflow field that stores the amount after you leave the pending approval state. In the approved state, add a transition (after record submit) back to pending approval state if the
AMOUNT
!==
Workflow Amount 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. 5. You might need two pending approval levels if you have role-based approval. For example, Pending approval state 1 === UserRole1 Clicks Approve (transition to pending approval state 2 where UserRole2 needs to approve) OR Pending approval state 1 === UserRole 2 Clicks Approve (transition to approved). Pending approval state 2 === UserRole 2 Clicks Approve (transition to approved). ****** 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: 0.878012836
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.871669948
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.86283
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