Hi,
We have a requirement where if user changes End Date of any record in NERM, then instead of updating the end date, NERM should send an approval to an approver and only when approver approves the update, the End Date should be updated.
I tried using the update workflows but I think I have not understood the update workflows feature.
I thought if I am using update workflow, then the workflow would trigger automatically if any End Date attribute value is updated.
This approach did not work.
Anyone has implemented something like this ?
Any insights are welcome.
NERM workflows have no trigger logic for when something is changed - at least not instantly.
Update workflows are meant to be run when you need to Update a Profile - not triggered when a profile is updated. So, you will see and have the Update Workflows available on the Profile’s Page in NERM Dashboard for you to manually run as needed.
@ZackTarantino-Woolson , Thanks for replying,
I need to see what action I can use once user click on the update workflow,
user should see an option to search profile and select its attribute which he wants to change.
Also in the downstream actions, when approval email is sent, approver should see old value of the date and new value of the date as well.
I think you are on the right track. The Update workflow is run from a Profile, so there should be no need to “search” for the profile once the Update Workflow is started.
In general, we would see the flow of an Update Workflow like this:
User searches for an selects the Profile they want to update from the Dashboard (Profiles Tables, Search Bar, Advanced Search, etc)
On the Profile Page, they can select the appropriate workflow for the Update they want to perform
In that workflow would be the actions for the values you want to update. For example, We often see a configuration like the below for a general-use update workflow:
Request Form action - The page/forms configured for this action contains all of the attributes that a user might want to update, such as Start / End Dates, email addresses, Job title, etc.
Approval Form action - Once the request submits their requested changes, an approval will go out to a Manager or Admin user role to confirm the changes can occur.
Update Action - if approved, the updates take place on the profile
If you want to see the old values along-side the new values for an attribute, you may need to get a bit creative with using multiple attributes for values or utilizing liquid to display the values.
For example, with liquid ( Liquid Template language use in NERM ), you can display the Profile’s value of an attribute vs the Request value. So, in the above example, if we changed the end date; {{ profile.end_date }} would hold a different value than {{ attribute.end_date }} during the step 2 Approval form if it was changed during the Step 1 request form.