Confirmation Rules

40 Topics

Customize answers to the certification questions
Hi all, Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list. With kind regards, Tim
TimVierhout
2 years ago Place Workflow and Data Integration
1.5KViews
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Certification Questions - Require something if answer changes from period to period
We have 40 or so monthly Cert Questions over 50 Entities. Currently we are running the report and then comparing answers to last months report to find any changes in answers. Those changes require us to check on why. From No to Yes or Yes to No, we have to check. 99% of the time it is a mistake in their answer. Anybody ever thought of a way to notify the user before they complete the Cert of their WF. Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step. Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know. Anyway, any ideas to keep my brain churning is great. Clarke
Clarke_Hair
2 years ago Place Workflow and Data Integration
1.2KViews
1like
2Comments
Amount and Annotation Confirmation Rule
Hello, I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD.cellAmount, 0)) 'args.ConfirmationRuleArgs.Info3 = "Out of BALANCE Check = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#BALANCE:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) Return True Else args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD).cellAmount, 0)) 'args.ConfirmationRuleArgs.Info3 = "Out of BALANCE Check = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#BALANCE:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#LOAD:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) Return False End If Would I just add another add an another section and say: args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD:V#Annotation").cellAmount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = " " Then I'm a bit new to writing confirmation rules, so this is a bit out of my wheel house. I did download a Confirmation Rules PPT from a 2016 OS Conference which was helpful, but still stuck. Thanks Will
Solved
WillVitale
2 years ago Place Workflow and Data Integration
2.6KViews
1like
6Comments