4 Replies Latest reply on Mar 5, 2015 4:25 PM by Adrian Velazquez

    Adding variable data entry fields to Transition boxes

    Chris B.

      Hi All

       

      Does anybody know how to allow a user to enter variable data in the Transition box pop up when doing a State Change?

       

       

      Add variables on state change.png

       

      Regards,

      Chris

        • Re: Adding variable data entry fields to Transition boxes
          Craig Schultz

          Why not just set variables in actions when doing the transition?  I have it set the approved by variable to the logged in user (%fullname%), and the date (%date%) set to full date 03/05/2015

           

          This method saves time (and confusion) for the people doing the approval.

           

          variable.png

            • Re: Adding variable data entry fields to Transition boxes
              Chris B.

              Thanks Craig.  That's a great way to get approved by and date.

              But we want to do this for any variable that doesn't already have data entered for it.

              And make them mandatory, in order to complete the project.

               

              We can make all variables mandatory, and I think it will give a message like "you cannot do this state change because 'Variable X' has not been entered."  And then they will have to go into the data card or part file to enter it.

               

              But wanted to make it easier for them, by offering a way to enter it directly in the transition box.  To speed their workflow.