Hi – Hoping you can help me; I am new to workflows...
# suiteflow
l
Hi – Hoping you can help me; I am new to workflows. I have a multi-state PO approval workflow and we want to add that the Buyer (PO creator) can cancel the PO at any point prior to the PO being approved. Currently the Buyer would need to contact the next approver and they would need to reject the PO.  I already have a reject button for the approvers so I could use this for the Buyers also, but would I have to add this action to every approval state so the button would so to the Buyer if the PO was still pending approval? Or is there a simpler way?
n
you could have a separate flow that has a condition like {user} = {Created by} & {status} = {Pending Approval} which always gives them a Reject button and associated actions. It can be hard to tinker with the approval wf which would then need quality assurance.
l
Thank you I will test this out
b
This workflow is really complex for a basic workflow. You may want to try to simplify your states. For example: Initiation >. Pending Approval > Approved. In that case the transaction would keep getting approved in the pending approval state until it gets to the point where it is approved by a user that is able to pass it to approved. I find that keeping these simple is the best way to go when starting out.
r
I think what you are looking for is a separate 'Withdraw' button that is available to the submitter. The action should be added after submission and in subsequent stages before approval and the condition should be same as what NetSuite Tragic mentioned. On that button click, the transition should take to a new stage called 'Withdrawn' where you will reset all the values and will also trigger withdrawl emails to stakeholders, before re-routing it to initiation phase. I have implemented this similar requirement