How to update an object attribute value via workflow transition

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目的

To update an object attribute value via workflow transition

When an approval request is approved, the status of the Insight object connected to the request should be updated to Approved and when it's declined, the status should be updated to Declined automatically

ソリューション

This can be achieved using Insight post function, Set the value of an object attribute with a predefined value.

  1. Assuming you have an object type with an attribute of type Status, with 2 statuses namely Approved and Declined.
  2. Edit the workflow and the desired transition.
  3. Add post function > Insight post function > Set the value of an object attribute with a predefined value.
  4. There are at least 3 fields to be filled in here.
    1. For the Source custom field, select the Insight custom field which should have the attribute value updated.
    2. Insight Object Type Attribute name is the name of the attribute that should be updated.
    3. Change value is the new value for the attribute. As indicated in the description under the field, it's possible to use issue placeholders or leave it empty to remove the existing attribute value.


  5. Update the transition. There's no need to reorder the post functions unless this is on a Create Issue transition.
    (info) For Create Issue transition, any Insight post function should be placed after Creates the issue originally or the Insight post function will not work as expected.

  6. Perform similar steps on another transition which will be used to decline a request.
  7. Publish the workflow and test it out.



説明 How to update an object attribute value via workflow transition
製品Insight - Asset Management
最終更新日 2021 年 11 月 3 日

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