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OPC _ WORKFLOW CONFIGURATION

Hello,

The requirement is to manage Project Proposals with cost tracking across two gates: Project Creation Stage and Review Stage.

Since the Cost configured field cannot be used during proposal creation, I introduced a Number (UDF) field to capture the estimated cost at that stage.

After the cost is entered and the proposal passes the Review Stage, the objective is to automatically transfer that Number field value into the Cost field (“Propose Estimated Cost”).

To achieve this, I created a sub-workflow named “Sync Proposal Cost” in the final stage of the workflow. However, the challenge is that the Propose Estimated Cost (Cost data type field) does not appear in the Update Field list.

1 votes

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