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Our design of the purchase request workflow is to make a completed workflow non-editable.

There is a requirement to update a PO number in the form after it was completed.  What is the best practice to do this?

1. direct database record update with:

UPDATE dbo.tablename

set FieldName = '999999'

where ColumnFieldName = A11111;

2. update the form to allow only the purchase order administrator to update the completed form

3. update the workflow application to allow only the purchase order administrator to update the completed form

I am new to K2.  Are there other possibilities?

Thank you.

Hi,


 


You mentioned the requirement is to make a completed workflow non-editable. Could you provide a bit more details about it? 


Regarding the second part, it sounds like you want to limit end-users from viewing the submitted form. There are multiple ways to implement it. For example, you can add an action to navigate to different url when the form is submitted or you can disable buttons (read-only form) on the form. In addition, you can also build a different form that allows admin users to view and update records manually.  

 

"requirement is to make a completed workflow non-editable." - this is a purchase request workflow; therefore, it was designed to be ReadOnly when the workflow completed since it contained all levels of approvals.

 

 

"limit end-users from viewing the submitted form." - yes, we only allowed a handful of end-users (mostly approvers and IT) to view the submitted form.

 

1.  "add an action to navigate to different url when the form is submitted or you can disable buttons (read-only form) on the form." - not sure how to implement and how it will allow IT to edit a record.

 

2.  "you can also build a different form that allows admin users to view and update records manually. " - Will this form be part of the workflow?  When will this form be triggered and editable by IT or/and Finance?

 

Thanks

 

 

 

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