Process to change YES/NO attribute

poshaccy

Hi - I have a BO that deals with Purchase Orders and the need to have an order Authorised by a User.

So, I use a Process that asks the User if they want to authorise the order, this uses a DISPLAY QUESTION within the process (see below), the process then changes a YES/No attribute (PurchaseOrder.Auth1Confirm). When the attribute PurchaseOrder.Auth1Confirm is changed to 'Yes' I have a Rule that records who & when the Order was authorised and then some attributes within the main form are hidden.

When the Process is run the Rule to record who & when authorised the order works correctly, suggesting that the Process is changing the attribute PurchaseOrder.Auth1Confirm to 'Yes', however, when records are viewed the attribute PurchaseOrder.Auth1Confirm is still showing as 'No' this has the knock on effect of not hiding attributes within my Form.

Process being used
If LoggedInRegularUser.AuthorisationLimit>=PurchaseOrder.PriceEstimate Then
DISPLAY QUESTION 'Are you sure you wish to authorise this Order?'

If Question.Reply='Yes' Then
PurchaseOrder.Auth1Confirm='Yes'

If Question.Reply='No' THEN
END PROCESS

Any ideas why this is acting in this way?

hpl123

Not sure I understand the problem fully but is it that the form isn't refreshed you mean? Look at the auto-refresh options for the form.

Jaymer

one confusing thing about what you wrote: --> "however, when records are viewed..."

What you mean when recs are viewed?
Are you calling your process from a Grid or Form?
I'm confident as you are that the rule updated the PO field. But where are you seeing it NOT changed?

The Grid or Form may just need to be refreshed? Or are you already doing this?

Also, I always put my IF Reply='No' Rule FIRST, and then END PROCESS.
Then there's NO reason to check for Reply='Yes' because if it wasn't Yes, it wouldn't get that far.

PointsWell

One thing to be mindful of when using Y/N fields is that ere are technically three options for the field: Y, N & NULL

When writing processes involving Y/N I use a positive and an inverse state check on the state that is relevant, so if I want the process to run when the attribute is No, then I check for Attribute= "No" and Attribute <> "No", this then capture Yes and NULL.

jktb75

Use Form sections instead or Presentation rulles

rocketman

You could use IF... THEN ... ELSE
If Question.Reply='Yes' Then
PurchaseOrder.Auth1Confirm='Yes
ELSE
END PROCESS

Be sure to set the parameters of the grid to refresh when the process is triggered