Post

2 followers Follow
0
Avatar

Trigger Workflow after Custom action

How can I trigger a workflow after a user has executed a custom action that changed the state of a project to ' Completed' .

Case: When a project of a certain type is set to complete, Set the state of the related request (Related Work) to Review. 

What I've tried: In the All links configuration I've added a workflow with the following entries:

- Set Run Time: When a record is created, or when a record is edited and did not previously meet the rule criteria

- Evaluation Criteria: 

$WorkItem.ProjectType='One Phase Project'&&$WorkItem.State='Completed' 

- Update Field: $Case.State

'Review' 

When I use a scheduled workflow rule, it works for only the first item (just to see if the workflow rule works). Because a normal workflow is not working when the state of the project is set to 'Completed' through a custom action. So I need this workflow rule triggered when the custom action 'Set Completed' is executed.

Thanks in advance!

Yari Bernardus Answered

Please sign in to leave a comment.

3 comments

0
Avatar

Why did you use a scheduled workflow and not a regular workflow? Perhaps this is why it's only running once (at the defined timeframe).

Guy 0 votes
Comment actions Permalink
0
Avatar

I've only used it to test it, a normal workflow is not working when the state of the project is set to 'Completed' through a custom action.

Yari Bernardus 0 votes
Comment actions Permalink
0
Avatar

You should bake the update to $Case.State in the Custom Action itself as opposed to doing via a secondary workflow rule.

Josh Santos 0 votes
Comment actions Permalink