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Question

Update workflow's token for starting entry name

asked on March 30, 2023 Show version history

What if a workflow is tasked with copying the starting entry name somewhere and the entry name has changed since the workflow started?  What can I do to make sure the workflow takes this into account?

Example:

An employee needs to mark an agreement as Expired instead of Current and apply an Obsolete/Expired tag.

  • The workflow starts when the tag is applied to the entry.
  • The user may not have renamed the entry from CURRENT to EXPIRED yet.
  • A "delay" token is used in case the tag was accidentally applied and causes the wf to end if the tag was removed.  
  • One hour later, we want the workflow to move on if the tag is still there.
  • If the entry name changed from CURRENT to EXPIRED after the workflow started, which is likely to happen, we would need the workflow to copy the correct name, not the old one.

 

The workflow is dealing with a number of possible name endings (expired, repealed, cancelled, replaced, obsolete, superceded, and a generic OLD) so the workflow gets a bit complicated.  I can't have it make any assumptions here.

 

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SELECTED ANSWER
replied on March 31, 2023

Change Starting Entry has an option to just refresh the tokens for the original starting entry. You could use it when your delay is over to update Workflow with the new name.

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Replies

replied on April 4, 2023

Thanks, Miruna and Matthew!

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replied on March 30, 2023 Show version history

I would use two "Find Entry" activities:

One at the very beginning of the Workflow - maybe name it "Original Name" and select "Name" from the "Additional Properties" picker.

One after your delay - maybe name it "Updated Name" and select "Name" from the "Additional Properties" picker.

Now you have tokens you can refer to of what the Entry's name was when the Workflow started and what it was after the delay.  Then you can do whatever you need to do based on those two tokens.

EDIT TO ADD: Go with Miruna's suggestion - it's better.

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