Clarity Service Management

Tip: Stop Status of "Complete" in Classic Workflow if Change Order Assignee is empty.

  • 1.  Tip: Stop Status of "Complete" in Classic Workflow if Change Order Assignee is empty.

    Posted 07-24-2014 12:52 AM
      |   view attached

    Hi All,

     

    A quick tip on the Classic Workflow and Transitions, in response to a query that came in today.

     

    The requirement was:

    How to stop the Status of a Classic Workflow Task moving to "Complete" if the Change Order's Assignee is empty?

     

    The solution:

    Use the Workflow "Transitions" which are available under Behaviors against each Workflow Status.

     

    The part which may not be obvious is that these Transition conditions apply to the Statuses *prior* to the one you wish to impact.

     

    That is, if you wish to do your conditional check at the time the Status = Complete, you need to set the transitions against "Pending" and any other Status that may be prior to "Complete."

    Naturally, you won't need to put the conditions on "Cancelled" or a Status which means that Complete won't be reached.

     

    You'll find these under Administration, Service Desk, Categories, Classic Workflow, Behavior, Transition Information.

     

    For a very rough draft document of screenshots showing these steps, please see the attached.

     

    Hope this helps someone for Classic Workflow, even though CA Process Automation is taking over for more complex Workflow needs.


    Thanks, Kyle_R.