Approval Workflow – Rejection Reason

By - October 11, 2019

Purpose: Create a custom record to record rejection reasons as part of an approval workflow. Create a sublist on the transaction to track rejection reasons and add fields for notification.

Create a Custom Record called “Rejection Reason” and add the following fields:

    1. Transaction – to reference transaction from which the rejection reason was initiated.
    2. Rejection Reason – free form text field to enter rejection reason.
    3. Rejected By – auto-populates with user entering the rejection reason.
    4. Date Rejected – auto-populates with date rejected.
    5. Additional Rejection Recipient – populate recipient to email with rejection.

Custom Record Type - Rejection Reason

Create approval workflow for transaction. In the “Reject” state, add a “Go to Record” action.

Create approval workflow for transaction

Configure the “Go to Record” action to “Open in Edit Mode” and auto-populate fields on the custom record, as outlined below.

Configure the “Go to Record” action to “Open in Edit Mode” and auto-populate fields on the custom record

Create a saved search for Rejection Reason custom record with the following:

    1. Criteria: Transaction : Main Line = T
    2. Results: Rejected By, Date Rejected, Additional Rejection Recipient, Rejection Reason
    3. Filter: Transaction : Internal ID

Create an “Approval Detail Subtab” containing a custom Sublist based on the search created above so the transaction will list all related rejection reasons.

Create an “Approval Detail Subtab” containing a custom Sublist

Rejection Reasons will be listed on the Subtab, upon entry, to inform the resubmission/approval process.

Rejection Reasons will be listed on the Subtab

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