Approval Process Flow Modification

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Posted on by Seif naguib

Hello We have an approval flow that automatically releases/approves sales orders based on set criteria.
I would like to be able to add a line to this code that would prevent orders with certain items from being released automatically (e.g. an item in pre-order status, or that is out of stock but will be back in stock in a couple of days).
How can we add something to the order that would allow us to exclude approving orders with these items?
Is there a way to set an item to pre-order status (with a later release date) and hold orders with that item until it comes in, or splits the order and only sends the lines that can be filled immediately?
Please let me know how to best handle this.

Thank you.

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Nitin Verma 21,812 Moderator on at

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Hi Seif naguib ,

Are you using standard Workflow for Sales order?

So in that case there is a little customization is required, you can direct with your developer, by asking them define a boolean or Option type field on sales header, and On OnAfterGetrecord of the Sales Order page check as soon as you entered the Item on sales line or sub form it set that field value to something, and then you can put that field on your workflow filters before using the Workflow response as Release the order.

Thanks.

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