Question

Assign User Name to field automatically when Status is changed in status Field

Workflow How To

Updated December 12, 2016

asked on December 12, 2016

Hello, I have a client who wants records that are scanned in to be reviewed by peers before being filed in the repository. I have a Wait Condition for the review status and once the peer user reviews the scan and changes the review status to "Reviewed", they want that user's name recorded in a "Reviewed By:" field that's read only (just in case they have to reassign pending reviews to another peer user). Any advice on how to handle this?

I've tried putting both tokens from the previous Wait Condition ( %(WaitCondition_Initially Satisfied) and %(WaitCondition_User Name)) but both tokens return "False" when tested.

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replied on December 12, 2016

This seems to work for me:

%(WaitforEntryChange_Initially Satisfied) is supposed to be false if the document doesn't already have the field set to "reviewed" when it enters the Wait for Entry Change activity. %(WaitforEntryChange_User Name) will have the user name if a user makes the change that satisfies the conditions. It would be blank if the document hits the Wait for Entry Change with the field already set.

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replied on December 12, 2016

Now it works! I'm betting when I tried it last I forgot to publish or something. Thanks!

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Assign User Name to field automatically when Status is changed in status Field

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