Confirm the user checking in the file has "Permit" rights for that automatic transition.
An easy test is to see if that user can manually push that file through the transition. If he cannot, it is a rights issue.
Thanks Jeff. This unfortuately is only using the Admin user who has Permit rights on all the transitions.
When checking in the file, the 'Conditions not met' warning is shown; however, the conditions appear to be met on both the file and the database value.
What type of variable is the check box tied to? It should be a Yes/No. and the condition should be a 1 for when it is checked.
All of the checkbox variables are Yes/No for the 'Affects' area and the 'Approve' area; however, I noticed that in some iterations of this, the file properties in Word get changed from 'Yes/No' to 'Number'
In all cases, when the document is created through the template, the checkbox values shown on the Preview card are 0/1 values. Shown here:
It seems that my transitions may not be setup right; however, I'm not sure how the following is incorrect:
I understand this to mean that-
If ECOpurchApp AND ECOpurch are 'Yes' then it will automatically perform the transition
if ECOpurch is 'No'. The transition will occur automatically.
Thank you for your assistance!
The default is And. If you need an Or, you create an Or folder. if any one of the conditions in the Or folder are true then the Or folder is true.
So in your image, if either of the conditions in the top Or folder are true and the condition in the bottom folder is true, then the condition is true.
Check out this thread for how you can handle it.
You have the OR function backwards. What you have specified is this:
If either ECOpurchApp OR ECOpurch are 'Yes'
ECOpurch is 'NO'
then the transition will occur. Since ECOpurch cannot be both Yes and No, the transition would only occur when ECOpurch is 'No' AND ECOpurchApp is 'Yes'.
Whenever you create an OR container, all conditions within that container are ORd together, and all ORs are ANDed together. Unfortunately you cannot place two or more conditions within an OR container then have them ANDed to each other. You probably cannot do what you're trying to do using conditions alone.
For something like this, create two parallel automatic transitions; one will have two conditions 'ECOpurchApp = Yes' AND 'ECOpurch = Yes'. The other will have one condition 'ECOpurch = No'. The OR function is thus created by having to possible parallel paths.
Wayne and Brian- Thanks for your help! I've got it now:
In my 'Alert' Transition (Upcoming Dept. needs to be notified that a document needs their approval)
ECOelec is Yes
- ECOpurchApp is Yes (Previous Dept. approved change)
- ECOpurch is No (User didn't select the previous dept.)
This enables Elec dept.-only request to be made and notify them; however, it stops 'Company-Wide' approvals from progressing until the previous dept. has made their approval.
In a seperate transition, I have:
ECOelec is no
- ECOpurch is no
- ECOpurchApp is no
This allows all states not relevant to the previous and upcoming departments to progress through the workflow as well as allow previously approved departments to pass if the previous departments were selected by the user and were approved by the relevant department supervisors.
Again, thank you all for your help.
You're very welcome!