Need State choices based on catalog task
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‎07-25-2017 04:26 PM
I was trying to follow this Multiple "Choice Lists" for State Field post and cannot understand some of the instructions to implement
What is the type of field that is created for Set State on the task table he is referring too?
How do I then set the states with this in a Business rule?
This seems to confusing or incomplete to help me with what I need to do, but it seems like it could work.
So I need Help.
Use case and I am looking for best practice on how to achieve this.
I have a Workflow for a specific catalog item
The workflow is creating catalog tasks based on different paths and there are a few tasks that need to have a certain set of states and not the default OOB task states.
I tried using a UIPolicy with add/remove options (works only for the form) in the related list for the tasks the State is the name of the Closed Skipped (or closed incomplete) instead
of the addOption names (Request Dispatch, Obtain Asset). So the UI Policy works with adding and removing options but its not going to work because of the lists.
So my dilemma is that I need to be able to have different State options based on different catalog tasks generated from a workflow.
How can I go about doing this.
So if:
Catalog task 1 is assigned to Group1, the State options should be (Open, Work InProgress, Request Dispatch, Closed Complete) and when the use any of these states any lists should also maintain those states.
Catalog task 2 is assigned to Group2, the State options should be (Work InProgress, Obtain Asset, Closed Skipped) and when the use any of these states any lists should also maintain those states.
Catalog task 3 is assigned to Group3, the State options should be (Closed Incomplete, Closed Complete, Closed Skipped) and when the use any of these states any lists should also maintain those states.
Thank you
Tricia
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‎07-26-2017 01:32 AM
Hello Patricia,
Jim Coyne has explained very well and it's a little tricky , let me try to explain.
Create a custom field on your RITM form say u_state_depend_on, you cam make this field hidden.
Set the value to this field through workflow, for example set catalog_task_1 in u_state_depend_on field when task 1st is created, set catalog_task_2 in u_state_depend_on field when task 2nd is created and so on.
now In state choice dictionary create choice for each task value, like below.
then make the u_state_depend_on field as a dependent field in dictionary override providing the field name there.
Now when will open the Task, you should be able to see the desire list of state choice based upon the dependent field value in your respective task.
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‎07-26-2017 06:32 AM
Thank you I was able to figure out how to get this working.