i need a help like how can i change work flow status of an object by clicking on work flow action of same object.
Edit the workflow action (if already there) and set the 'change status to' dropdown to your desired workflow status.
Explaining for below sample scenario:
1)Create 2 work flow status ( ex: "In progress" and "Done")
2)Create a work flow action("Submit"), select the "Change Status To" option that you want to change the status to on clicking this action(ex: on clicking this action it should change to "Done", so select "Done")
3)Now edit "In progress" workflow status and select the workflow action("Submit") created above.
4)Now create a record with status as "In progress".
5)Now you can see "Submit" Action, on clicking this action it will change status to "Done" as configured.
This following document will help you.
i don't need to edit workflow action. it is visible as a link and i want to click on that and then change my status and action both.
thank you sir . its working but i want changes made in both (status , action)
my Status become "Done" and action Submit changes in "Complete".
You can edit the "Done" Work flow status and add the work flow action that you want to show for "Done" Status.
please guide me about steps to create an email and send using workflow....
Follow these steps:
1)First Create an Email Template.
2)Create a workflow action of type 'Send Email' by selecting above created email template.
i m still facing a problem to send email when i am using "email" trigger.
any help ?
Can you please provide the screen shots of email template and trigger or the application XML?
hello all ,
when i am assigning employee to their manager getting error "com.rb.core.data.DataException: Error instantiating Data Record: Found record of type User, required type is Manager. Please check your triggers and API calls.".
i am creating two user one is employee and other is manager . now i am creating a trigger named attache a record that will attach a manager name but its not working .....
Please provide an application XML.
i need a help that how can i calculate sum of an object field..