[Sireesha]

Hi,

My Client wants to import the Journal Entries with status as “Pending approval”. They don’t want to change in the CSV file because it places the onus on the user, which isnt a control.

So I thought of changing the Approved to NO in the workflow upon creation of JE through CSV import.

Workflow is triggered but the action in the workflow is not getting triggered.

Need help. Looks simple. But I am stuck.

Regards,

Sireesha
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[cdelacruz]

Hello,

Please try setup below:

Setup > Import/Export > CSV Import Preferences > Run Server SuiteScript and Trigger Workflows = T

Workflow:Event > On Create

State :Trigger On: After Record Submit
Context: CSV Import
Parameters > Field > Approved
Parameters > Value > Static > Checked = F

[Sireesha]

Thank you so much… That worked. My Trigger On was wrong.

[Author]

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