Refresh workflow after value changes on form?
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07-19-2023 05:38 AM
Hello,
On our demand form, when the demand gets set to "Pending Approval" state, there is a task generated. This task asks the assignment group to go to the Demand and update a field on the form (in this case, it's a checkbox called CFO approval? - this is checked if the CFO approval is needed).
The approval workflow gets kicked off when the demand gets set to Pending Approval. So if they check the CFO approval checkbox after, the approval necessary isn't getting kicked off.
If there a way to 'refresh' the values that the workflow is using if the CFO approval field changes AND the demand is in Pending Approval state?
I hope this makes sense, thanks!
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07-19-2023 05:56 AM
Why not trigger the approval after the checkbox is updated?
Let the workflow wait till the Checkbox is checked and then use approval activity
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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07-19-2023 06:09 AM
Hi Ankur,
good question - the workflow is what triggers the tasks.
So the tasks & the approvals are in the workflow.
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07-19-2023 06:11 AM
Hi @SandyL83
You can do in 2 ways,
1. As Ankun mentioned you can add wait for condition to get that checkbox field checked and follow the rest workflow.
2. you can add an if condition for the checkbox field to verify whether the checkbox field is checked or not and based on that you can run the remaining flow.
Thanks
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07-19-2023 06:28 AM
Hello,
so i do currently have an If condition in the workflow that checks if that box is selected. See below, there's a green star by it. However, it's looking at the value of that check box when the demand was originally set to Pending Approval.
So the flow is - demand is submitted. Moves through various states. Then when it's set to pending approval, task goes to and says check this checkbox if necessary.
based on that, if it's checked, then an approval needs generated.
So, basically the workflow as i currently have it setup is looking at the original value of that checkbox not the updated value. thanks again for the help!!