I have an expense report and it tied to a workflow...
# ask-stanley-ai
l
I have an expense report and it tied to a workflow for the approval. When the user alredy approved the bill, workflow does not changing the status from pending approval to approved. I checked the workflow logs and it says bill approved. Please help!
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like the issue you're facing is related to the workflow transitions and conditions. Here are some steps you can follow to troubleshoot and potentially resolve the issue: 1. Check the Workflow Transitions and Conditions: Make sure there are no conditions that might be preventing the transition from happening. Sometimes, a condition can stop the transition from happening. 2. Check the Workflow Log: The workflow log under system info on the expense report record can provide insights into what the workflow is trying to do. If there's an error in the state it's trying to transition to, it won't transition properly. For example, if a send email action has no author or recipient, it could cause an error. 3. Check for Workflow Loop: Your workflow might be “starting over”, meaning it may be going to approve then circling back to pending approval or the start state right away. Try checking “do not exit workflow” in your approve state. 4. Enable Logging: In your workflow, set the keep instance and history to Always and mark enable logging. This will help you track the workflow process and identify any issues. 5. Check for Logic Errors: If your workflow is going back to an approved state from a pending state, there might be a logic error in the state navigation. Make sure there's no loop in the logic on the transaction. 6. Use a Custom Checkbox: If the bill does not go to approved status upon clicking approve, you can try using a custom checkbox. 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. Remember, these are just suggestions based on the conversations and might not directly solve your issue. You might need to adjust these steps based on your specific workflow setup. ****** 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: 0.853395939
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849068284
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847126961
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