Status Report Publish – Postgres
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall.
Download Details
RegoXchange Content ID: EX0114
Submission Date:
Submitter:
Content Type: Clarity Studio
Related Modules: Project Management
Company: Rego Consulting
Version Support
Versions Supported: 15.x, 16.x
Special Instructions
Special Instructions:
This process requires the PMO Accelerator Content Pack add-on installed. It also requires the following fields to be created on the Status Report object:
- Overall Comment (rego_overall_comment) – String 762 characters
- Current Overall Status (rego_current_status) – Lookup of “Investment Status Indicator”
- Current Flag (rego_current) – Boolean
- Publish (rego_publish) – Boolean
The following fields must be present on the project object:
- Status Report DB ID (rego_stat_report_id) – Number
- Previous Status Indicator (rego_previous_status) – Lookup of “Investment Status Indicator”
- Status As of Date (rego_status_as_of) – Date
