Workflow to change views? - Forum - Rollbase - Progress Community

Workflow to change views?

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Workflow to change views?

  • Is it possible to use a workflow to automatically update a view that is hidden from the user's view?
  • The View component itself cannot be changed via a trigger or workflow action, but you can use triggers to update field values which are displayed in Views. If you can, let us know about what you are trying to accomplish and we'll offer some suggestions if there is a way to achieve it.

    Matt
  • What I am trying to accomplish is when a user clicks a workflow action to create an estimate that in turn becomes a job, switch the the default view (which the selector will be hidden from the end user) to the job view vs. the current estimate view. Since it is the same object, we are trying to "trick" the view so it looks different. If you see we have two view for the milestone objection - esimate and job.
  • Estimate and Job are now different objects in your application (based on previous discussions). Let us know if there is still something you need help with on this.
  • Milestones are just a single object, so what I am trying to see if we can do is to change the view when a new screen loads using a workflow trigger.
  • Triggers cannot be used to change a View or other UI elements. The user must select a different View in order to see it -- there is no automated way to do this (it is similar to selecting a Tab)