Workflow to change views?

Posted by Rollbase User on 16-Nov-2009 20:09

Is it possible to use a workflow to automatically update a view that is hidden from the user's view?

All Replies

Posted by Admin on 17-Nov-2009 09:35

The View component itself cannot be changed via a trigger or workflow action, but you can use triggers to update field values which are displayed in Views. If you can, let us know about what you are trying to accomplish and we'll offer some suggestions if there is a way to achieve it.

Matt

Posted by Admin on 17-Nov-2009 09:50

What I am trying to accomplish is when a user clicks a workflow action to create an estimate that in turn becomes a job, switch the the default view (which the selector will be hidden from the end user) to the job view vs. the current estimate view. Since it is the same object, we are trying to "trick" the view so it looks different. If you see we have two view for the milestone objection - esimate and job.

Posted by Admin on 23-Nov-2009 15:13

Estimate and Job are now different objects in your application (based on previous discussions). Let us know if there is still something you need help with on this.

Posted by Admin on 28-Nov-2009 14:18

Milestones are just a single object, so what I am trying to see if we can do is to change the view when a new screen loads using a workflow trigger.

Posted by Admin on 01-Dec-2009 10:22

Triggers cannot be used to change a View or other UI elements. The user must select a different View in order to see it -- there is no automated way to do this (it is similar to selecting a Tab)

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