We are developing a smartform workflow where approvers lists are different based on dropdown option/amount value submitted by user in the form.
example of workflow
if user picked dropdown option A then add IT manager to approver
if user picked dropdown option B then instead of IT manager workflow should go to QA Manager for approval
if amount is more that specific amount then add Finance Manager to approve
Current progress:
I created Rules and conditions based on dropdown and it worked Like a charm.
but if user adds amount more than required than, or change dropdown option i need to duplicate create same rules and conditions again for that textbox
question: can we create one master rule/conditions based on different drop down options/ text box amount/ other options picked by user
then send approver info to workflow to start the workflow
Smartforms: can we create one Master Rule and use for different Objects in different Views
+7
Hi Priya
It sounds like you are trying to determine an approver by using the value in 2 controls - a drop down list and a text box. In this case what I would do is the following.
- Add a button or data label control to your form/view and make it hidden. Call it something like "Get Approver Button"
- Add a rule for this new control that performs the logic to determine the approver using the values in the text box and drop down list
- In the on change rules for the text box and drop down add a statement to run the rule for the hidden control
You may want to some validation checks before running the rule to ensure the controls contain values.
+7
Thanks Andrew, i tried that and it worked.
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