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Status - limit field value range

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Patricia_21
Respected Contributor.

Status - limit field value range

Hi,

We have a limit status value range. For example the first two rules :

When a value has changed
where NOT (Status (*) is empty)
AND Status (Service Today) is empty
Status New (Limit field value range) Status equals New;

When a value has changed
where NOT (Status (*) is empty)
AND Status (Service Today) equals New
Status New (Limit field value range) Status equals New;Dispatched;

When we create a call, we must do a save and Close before choosing Dispatched.
Have you a solution, we'd like to do only a Save. Today we cann't.

Thanks

Patricia

5 REPLIES
George M. Meneg
Acclaimed Contributor.

Re: Status - limit field value range

Hello Patricia,

1st rule
When a value has changed
where NOT (Status (*) is empty)
Status New (Limit field value range) Status equals New;

2nd rule

When a value has changed
where Status (*) is New
Status New (Limit field value range) Status equals New;Dispatched;
menes fhtagn
Mark O'Loughlin
Acclaimed Contributor.

Re: Status - limit field value range

Hi Patricia,

what SP are you on. With SP 19 & 20 I think the UI rule commit action is what you want.
George M. Meneg
Acclaimed Contributor.

Re: Status - limit field value range

Hello,

Patricia doesn't want to commit changes. What she wants is to able to use the "flow" without having to save & close the ticket and then reopen. The problem lies on
"AND Status (Service Today) equals New", if she removes it from the conditions she will have what she wants.

A more advanced approach (and better imho) is using generic relations introduced in sp17. Using generic relations you can create an workflow with only one ui rule.
menes fhtagn
Patricia_21
Respected Contributor.

Re: Status - limit field value range

Hi,

We have the solution, in the 2nd rule, we add or before the item is saved.

Thanks

Best regards
Patricia_21
Respected Contributor.

Re: Status - limit field value range

Thanks

Patricia