Cancel Change Request

[Wade Clairmont]

I am trying to add the ability to "Cancel" a request from the Change request form.

Issue,   I am using the Cancel workflows upon cancellation business rule, and it works good to cancel all associated records, however, I am unable to find the method to set the state to "Cancelled."

I can change the state post update, but during update.

Any ideas?

Thanks again.

[randrews]

i would create a cancel kids br on the change table to go cancel the change tasks if the change is cancelled.

[vikramsv]

Tasks already created by the workflow will not be impacted by cancelling the workflow.

You will have to do that explicitly.

As Doug mentioned - a BR will be the best option. This will be an easy to maintain solution.

[Wade Clairmont]

Sounds like a good idea.   This is what I have for the BR, can you please let me know whether I am on the right track?

Thanks in advance!

[randrews · Accepted solution]

g_form only works on client scripts and br's run on the server.. so you can't use g_form, instead use current.number.

personally i would do it as an after rule.. so it applies AFTER the change is closed not before....

also lets back up a second and think about something else.. currently if they close a change... what happens to the change tasks?? if it is like ours was the tasks will stay open even though the change is closed <not just cancelled but ANY close>

what we have done instead of cancelling the tasks is to set in a client script that when you set the change to closed or canceled checks for kids and if it finds any prompts the user that they have to close all the children before closing the change and aborts the submit

[Wade Clairmont]

Not real sure how to use current.number in this instance.   Example?

As well, we require, during cancel, that all related records are auto-cancelled.   If we start prompting the user to close child records, it will not save them any time, and cause frustration.   But my choice would be to do exactly that, force them to close then proceed.