Change State Workflow for Request

Hello,

We have a custom action that converts a request to a project. I was able to set up the custom action so it will mark the newly created project as approved. I also need the request that was converted to be marked as approved. I was not able to do this in the custom action b/c CurrentObject was not available. I don't know how to do it as a workflow, however, because I can't figure out the evaluation criteria. I only want the workflow to be triggered once the request has been converted. Is this possible? Or do I need to set it up where the custom action is triggered by changing the request to approved? I don't know if that will work, however, since the custom action includes some user input.

Thank you!

Melissa Bora July 20, 2015 13:37 Answered

Please sign in to leave a comment.

2 comments
Date Votes

If you are referring to the 'Convert Request to a Project' App from the Apps Marketplace, this runs on the Request Item Type so you do not need to specify CurrentObject, you can do the following...

1 - Add an Action using the Update option
2 - Click on Select Field to specify the field you want to update (this will say Change... if you already set).
3 - select State as the field and click OK
4 - Specify the following as the updated value: 'Approved'

(with single quotes)

Boris Krutiy July 20, 2015 21:46 0 votes

Thank you so much! It was so simple I didn't think of it :) Worked perfectly.

Melissa Bora July 21, 2015 12:17 0 votes

Change State Workflow for Request

2 comments Date Votes

2 comments
Date Votes