Governance, Risk, and Compliance (GRC)

Governance, Risk, and Compliance (GRC) - OpenPages

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  • 1.  Start a workflow after a change in an object field

    Posted 10 days ago

    Hi team,
    I was looking for a way to start a workflow when an approved status object receives a change to any of its field values, so it can go through the approval phase again for the changes made.

    Has anyone experienced a similar situation?
    Regards.



    ------------------------------
    Odilón Tarazona Jiménez
    ------------------------------


  • 2.  RE: Start a workflow after a change in an object field
    Best Answer

    Posted 10 days ago

    Hello Odilon

    I dont believe we have an obvious way to do this 

    But have you though of having a different approach:

    • The activity in read only, but  the user can start a "Activity update workflow"  (from the top button)
    • Once started, he would be able to make the change,
    • the workflow then would send the change for approval

    This might prevent users from triggering new approval workflow without knowing 

    Let us know

    Christophe



    ------------------------------
    Christophe Delauré
    Principal Product Manager
    IBM
    Cambridge MA
    6503050530
    ------------------------------



  • 3.  RE: Start a workflow after a change in an object field

    Posted 5 days ago

    I am with Christophe on this one.

    To me this is about best practice methodology/process and not just a technical solution.  If an object, say a Risk, is in approved status then I would argue that it shouldn't be editable without initiating a new workflow at all - from the top action button with something like "Reassess Risk". 

    Sometimes a customer might want to make minor "housekeeping" changes to that approved Risk, we have usually accommodated that by having a different action available e.g. "Update Risk" which would still kick-off a new workflow but a simpler one than a full reassessment - typically we would restrict the fields that could be updated in this scenario.



    ------------------------------
    Denis Henderson
    Director, AI Governance, Risk and Compliance
    aligne.ai
    London
    ------------------------------



  • 4.  RE: Start a workflow after a change in an object field

    Posted 9 days ago

    Christophe brought a great option. What I've done for a different problem, but that could work here, was: 

       •  Have a hidden field that will concatenate all the values of all the fields you want to monitor (obviously you should choose these fields). This field is automatically calculated and will change if any field changes.

       •  Have other field that does the same thing, that is, concatenates the same fields, but not automatically.

       •  Have a Workflow that runs on a higher-level object with the Scheduler and checks if both fields are equal; if not, start the workflow to changing approval. This Workflow makes the comparison fields equal at the end of the process.



    ------------------------------
    Marco Vicente dos Reis Jesus
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  • 5.  RE: Start a workflow after a change in an object field

    Posted 9 days ago

    Yup this would work too!



    ------------------------------
    Christophe Delauré
    Principal Product Manager
    IBM
    Cambridge MA
    6503050530
    ------------------------------