Hi, I have a requirement to show/capture a reason when a user tries to close a PO. A user needs to enter a reason before closing a PO using a standard “Close” button. Please let me know if this is possible via workflow? Or Please share if you have any alternate ideas to achieve it.

Yes this is possible. (Kind of) First add a custom field to the PO called Close reason Then use the Remove button action to remove the native close button Then use the Add Button action to add a custom button called Close PO or whatever you want. But add a condition that the button will only show if the close reason field is not empty Then when they click the custom close po button transition to a new state where you check the closed box on all lines

Thank you so much for your quick response. Let me try this now.

I guess you could. Transition to a new state in the WF when they click the button Then in the new state put a go to record action (open in edit mode). And go to the current record Then set the field mandatory in that state Then add a transition in that state to the close state

How do I set up “Transition to a new state in the WF when they click the button” in the workflow? Can I point my state/transition to a standard close button?

No you want to remove the standard close button and create your own

Can you please check if this is correct one?

Did you create the workflow field?

Yes, I did. Could you please check all my other screenshots as well? Thanks

So you need to make 2 fields

yes, it is a workflow field only. The PO Closure Reason field is transaction body field.

It looks like you are setting the PO reason field to be itself The po reason should = current record

I changed it to po reason should = current record, but when I test it on an existing PO it doesn’t show the custom close button. Can you please let me know how it works? I want to see this custom close po button on an existing PO and when I click on that, it should pop up a custom field to capture the reason. Once it is entered by a user, then workflow should close the po.

Here is a video of how the finished product will look

Awesome. Thank you very much 🙏. I will share my workflow. Please take a look at it and let me know what is missing.

Ok will do. Let me know when you can share. Or if you want to try and have a zoom call I can help walk you through it

Hi @NS User we developed a solution for this exact challenge. You can add a pop up window that will collect a rejection reason and then store the reason on the current record. Also many other actions to help enhance your workflows.