Forums › Cached › Workflows

This topic contains 4 replies, has 0 voices, and was last updated by j.j 7 years, 1 month ago.

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  • January 13, 2017 at 12:31 pm #9752 Score: 0

    eyong
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    Can there be a workflow for approving a Vendor record (not a transaction)?
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  • January 16, 2017 at 5:31 am #9753 Score: 0

    Olivier Gagnon NC
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    Yes, either through a workflow or through scripting.

  • March 23, 2017 at 11:21 am #9754 Score: 0

    dparks
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    How would you use a workflow? When you create an SetFieldValue action for a workflow state, Approval Status is not a field you can set a value for… Would you hijack the Opportunity ‘Status’ field values?

  • March 23, 2017 at 11:59 am #9755 Score: 0

    Olivier Gagnon NC
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    I’d use a custom field.

  • March 23, 2017 at 7:25 pm #9756 Score: 0

    j.j
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    we had the same issue, no matter what but vendor will show up in all lists irrespective of approved or not. one quick workaround that we are using is to set the vendor status to inactive on creation and custom field status to pending approval, once approved then the vendor status is set to active and it becomes available. hope this helps.

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