Can you remove the approvals from the contract workflow

Cupcake
Mega Guru

Does anyone know if you can remove the approval process from the Contract Workflow?

I have removed the Approval User step from the workflow, and I updated the set Values for each (None, Renewal, Extension) so that the State = Active and the Sub-state = Awaiting Review.

However, every time I try to test by adding a new contract and click the Submit button - it keeps the State in Draft and I noticed that there is a button at the top that says Submit for Review.

If I select the Submit for Review, that will still leave the State in Draft and it changes the Substate to Awaiting Review.

My goal is to 1) Skip the approval process in its entirety, and 2) Make sure that after a new contract is entered and you hit Submit the State = Active, and the Sub-state = Awaiting Review

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8 REPLIES 8

Harish KM
Kilo Patron
Kilo Patron

did you check that UI action submit for review? May be that is setting the state value


Regards
Harish

Hi Harishkumar,


        I see various UI Actions.


There is one for Submit and one for Submit for Review.


When I look inside of the one for the Submit, I don't see anything where i can change the state.


When I look inside of the submit for review, I see the code but that only changes the sub-state to Under Review.


My goal is change the State to Active on Submit.



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You could de-activate OOB ui action and create a new one as per your requirment


Regards
Harish

Thank you I think I solved for the problem.


As soon as my customer tests, if it is correct I will share the information.