Hi guys I just wanted to ask if how can I achieve this :
Scenario : Rejected -> Show Comment Box ( Reason why rejected )
Currently I have this workflow
the "FOR REVIEW" workflow when it is declined it will automatically go to close which is correct but before I want it to be close it needs to give the reason why it was rejected .
So far what I did is this
created a screen and add a custom field (Multiline) and do it like this
and implement it inside the declined like this
I need an assistance regarding on this matter . Thank you very much . Godbless
From the workflow configuration "Screens don't display on the customer portal. You can set a resolution for requests that customers transition."
There's an open feature request to add the option to have comments on approvals, which is a different thing than displaying a screen on a customer portal enabled transition
https://jira.atlassian.com/browse/JSDSERVER-4922
https://jira.atlassian.com/browse/JSDCLOUD-4922
So unless it's implemented, or you buy a plugin this it not possible to achieve
https://deviniti.com/support/addon/server/actions/latest/approvals-with-comments/
Use and automation with the approvals trigger and an if/else statement where IF uses the query "Approvals[Approvals]" = approved(). You can then set the resolution to whatever you want as long as the resolution value has been created
The else statement can then just have an action to set the resolution to a different value
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Hi @ginxx009
Seems to me that you implemented everything that you need.
What is not working exactly?
Regards
Dave
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does the reason screen include the “reason” custom field? Have you made the “reason” custom field required via transition Validator? Have you published your changes?
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Field required
but even without you should get the “Reason screen” to appear. Is that happening?
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Transition Screens never appear on the customer side of the portal
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@Jonas Ekström , where did I miss that @ginxx009 aisle asking about portal? Of course you are correct here.
@ginxx009 , are the approvers “customers” or “agents”. Are the approvals done in the application or the portal?
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Then Jonas has provided you with the answer. It is not possible OOTB to do this.
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