How to change Rejected approval activity to Approved?
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02-07-2018 12:14 PM
Here is the scenario.
Have a workflow with an Approval-User activity. If that approver marks "reject", there is the desire to keep the workflow in play and give that approver 30 days to change their mind and change that activity to "Approve." Screen shot of workflow below. If the Director rejects, I capture the date it was rejected. Then we go on a merry-go-round of waiting, check the status of the record. If the record approval state changes to "Approved" - then we return a "yes" and move on to the next step. If the record approval state is still "Rejected", then we see if it has been 30 days (remember that date i captured before?). If it has not been 30 days since the initial rejection - then we go back and wait... until its been 30 days and then we're officially rejected and done.
The issue is that while I am having no problem updating the state of the approval activity with a UI Action, the state change (rejected to approved) is not updated in the parent record.
I have tried to add a script within the UI Action that reaches into the parent record - that did not work.
I have tried a business rule that sits on the approval table that reaches into the parent record - that did not work.
Now I am trying to have an event fire from the UI Action, to attempt to trigger a script action... and that's not working either.
First thing I guess I need to ask is - is one approach better than the other? Any suggestions?
Thanks,
D
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Scripting and Coding
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02-07-2018 12:58 PM
When you approve a record the first time, does the Approval field get set to Approved on the parent record?
My suggestion would be to add an activity in the workflow to set the Approval field to Approved when leaving the If statement via the Yes path.
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02-08-2018 11:22 AM
If the Director approval activity is marked as "Approved", the parent record does reflect that.
When you take the Director approval activity and select "Reject" the first time, the parent record reflects that. However, should you change the Director approval state afterwards, the change is only reflected in the approval activity and it does not update the parent record. The parent record still reflects the "rejected" state.
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02-13-2018 09:03 AM
What is setting the parent record in the first scenario? If its a business rule, perhaps the condition executes when the approval changes from Requested to Approved/Rejected? if that is the case, you may need to modify it to also execute when it goes from Rejected to Approved.