Vendor Return authorization is not getting approved through workflow.
Approval status field is set to approved in the final state of my workflow but still the main status of the transaction shows PENDING APPROVAL and the blue colored APPROVE RETURN button appears.
Can anyone advise what is needed to be done to do automatic approval through workflow, below is the screenshot of my Workflow.
On the transition of workflow from "Pending Approval" state to "Approved" state we need to be sure that the transition to approved state happens on a click on a button i.e. Execute on button "Approve". Also, when you click on the transition arrow, you will see (1) condition and (2) "Transition on" options. Having wrong values there can stop the transition. For eg. for "transition on" if you have "After record submit, it will only work on record edit and if it's on entry then it will work when workflow enters new state and if nothing is selected like my screenshot then it will work for all events
Please see image for your reference
Use 'order status' in lieu of 'approval status'.
What status did you use for the rejected field?
Related
In Azure Dev Ops, in defining a customised process I have created a work item 'change request' for which I have defined a number of states, two of which are 'code review' and 'test'. The 'change request' work item will progress from 'code review' to 'test' but I would like to create a rule which only allows the 'change request' work item to move from 'code review' to 'test' if there is a 'code review' work item linked to the 'change request' work item. I have looked at creating a rule for the work item but cannot see a way to do this from the drop down options available. Has anyone been able to do something like this?
TIA
In rules for the 'code review' work item I have considered the options for when a work item state is moved from code review to test but there are no options I can see which check the linked work items apart from external/internal link count which is not specific enough.
Currently, there's no build in feature to achieve your goal directly.
As a workaround, you could consider the below:
1.Create a custom filed in "Change Request" work item named "Check if linked"
2.Create a work item rule in "Change Request" work item to "make required" to define a value of the above "Check if linked" field to allow the work item state could change from "Code Review" to "Test".
3.When changing state, you will receive a warning message below to remind the users to check if "Code Review" work item being linked.
4.You need to link the "Code Review" work item, set a value for "Check if linked" field to process state change.
If you would like a direct feature to achieve your demands, try creating a suggestion here.
I need to create an alert(preferably configured mail) whenever my SharePoint designer workflow(2013) is suspended due to some error.
Thanks in advance.
Navigate to the Workflow History list in your site (it may be hidden from the Site Contents view, but you can always type in the URL directly <<yourbasesiteurl>>/lists/Workflow%20History/).
Create a view on this list filtered where the Status column is not equal to "In progress", and is not equal to "Completed"
Subscribe to alerts on this View
When a user does not have rights to publish a page, he sees "Request publication" button in Touch UI editor mode. When he clicks on "Request Publication", the workflow "Request for activation" starts and go to the admin's inbox. I want the page to go to some other group for publishing. How can I achieve this?
As shown in the image above, you can change the user/group to be anyone/anything in your instance.
You just need to change properties of default "Request for Activation" workflow.
However, it is recommended to make a new workflow of your own so that upgrades and patches don't revert your changes.
On the /libs/cq/workflow/content/console.html page with all available workflows. You should find workflow that you are interested in.
In you case it is possibly http://localhost:4502/cf#/etc/workflow/models/request_for_activation.html
On this page you can workflow config which contains several steps. Open for editing Request for activation step, switch to tab Arguments and then you can change Name patterns field. It should be regex pattern e.g. .*approver.* for all groups which contains approver in name.
As a variant you can custom workflow or step. In this case you need to figure out by you self how to configure it but usually it is something similar.
How can I create a Customer Refund record from the Return Authorization form?
I'd like to intercept the action associated with the Refund button on the Return Authorization form, but I'm not sure how to do that.
Short of that I've tried adding a "Customer Refund" button onto the Return Authorization from using a Workflow. That doesn't seem to work, I can never get the button to show on the form. I've added a single "State 1" to the workflow with an Add Button with a label of "Customer Refund" that triggers on "Before Record Load". So far the button never shows up on the form.
Copied from original comment: I think that is controlled by the "Custom Form" selection. I believe by default, there are two standard forms for a Return Authorization: Standard Return Authorization - Cash and Standard Return Authorization - Credit. The form you select determines the workflow for refunding. Try switching the Custom Form to the Credit version
I'm updating workflow process in Sitecore.
As shown in the screenshot, I added "__OnSave" command under Approval state. I guess it means when user saves the item in Approval state, the state will change to Draft state.
But, it is still in Approval state after saving.
What is the issue??
Actually __OnSave is a command, not an action. I'm not sure if Next State of this command is used at all. You need to click on the command button to execute the command, and __OnSave button is hidden by default.
What you need is another item under your __OnSave item using Auto Submit Action template with properties:
Type: Sitecore.Workflows.Simple.AutoSubmitAction,Sitecore.Kernel
Role: Your chosen role. This action will be executed only for the users which are in the role (e.g. sitecore\sitecore client authoring)
Next state: Workflows/Sample Workflow/Draft
Actions are executed automatically.