reduce the demand states based on estimated cost or priority

Learner-in-Prog
Tera Expert

Hi All -

 

Just wanted to check the feasibility on below ask

 

we have 6 state when we create the demand from Idea or demand application (Draft, Submitted, Screening, Qualified, Approved and Completed). We want to skip the 2 states (Draft, Submitted, Approved and Completed) when the estimated cost is less and/or Priority is Low.

 

Can someone share the steps or guide how to achieve it.

 

Thanks in Advance.

 

 

3 REPLIES 3

Dnyaneshwaree
Mega Sage

Hello @Learner-in-Prog ,

Please check and open the UI action of the "Screening" and "Qualified" state and add condition(it runs when) in condition/script that, "estimated cost is  not equal to zero or lesser amount and/or Priority is high".

Please accept my solution if it works for you and thumps up to mark it as helpful.

Thank you!!


Please accept my solution if it works for you and thumps up to mark it as helpful.
Thank you!!

Dnyaneshwaree Satpute
Tera Guru

Dear @Dnyaneshwaree -

 

I was able to hide / disable them from Process flow and UI Action. Even I have created the business rule there might be i am not able to write the script or some issues there.

SasankaV
Mega Guru

 

Hey @Learner-in-Prog, I worked on a similar use case in my experience at Work4flow. I followed the steps below to implement it:

  • Determine the threshold for estimated cost below which states will be skipped.
  • Define the criteria for low priority demands that should skip states.
  • Navigate to System Definition > Business Rules or Script Includes.
  • Develop a script to evaluate the conditions and skip states accordingly.

Example script:

 

(function() {
    var DemandStateSkipper = Class.create();

    DemandStateSkipper.prototype = {
        initialize: function() {},

        skipStates: function(demand) {
            if (demand.estimated_cost < your_threshold && demand.priority == 'Low') {
                // Skip Draft and Submitted states
                demand.state = 'Screening';
            }
            // Add more conditions and state skips as needed
        },

        type: 'DemandStateSkipper'
    };

    return new DemandStateSkipper();
})();

 

 

  • Navigate to the demand workflow configuration.
  • Modify the workflow transitions to include the script logic for skipping states.

Give it a try, and let me know if it doesn't work. I'd be happy to assist.