You can create a custom process on Custom Investment Object that sets the Status field to 'Submitted for Approval' when auto-start on a condition. As a result of running the custom process, when you go to MUX and attempt to update the Status field in the grid to 'Approved', the MUX will display error: CMN-0009: Attribute 'Status' has invalid Lookup Value '1'
STEPS TO REPRODUCE:
Create Custom Investment Type
Connect to Clarity - Data Administration - Processes
Create custom process on Custom Investment Object
Set Status field to 'Submitted for Approval' when auto-start on update condition (ex. Progress = 'Started')
Navigate to MUX and add Status field to the Grid
Attempt to change Status from Submitted for Approval to Approved, observe error CMN-0009: Attribute 'Status' has invalid Lookup Value '1'
Expected Results: It should allow to update Status field.
Actual Results: Not allowing to update Status on CIT.
Workaround: None
Release : 16.1.1, 16.1.2
Engineering reviewed this under DE70388 regarding the ability to create a process definition with a 'Set Field' action that updates the field with an invalid value Engineering is not going to change the behavior.
- The reason is this is an Administrator function to create and manage processes. This behavior has always existed in the product.
- When you are building the process 'Set Field' action and you click the 'browse' button to see all the choices listed for the 'Status' lookup you can clearly see the Description indicates the 'Submit for Approval' is only to be used for Ideas.
- Recommend stop the Clarity process and change the setting to a valid value based on the current 'Status' value and the current 'Progress' value.
Additional recommendations:
The following action can take that will assist in separating out these 3 values in the 'Investment Object State' lookup list (even though they always show)...
In Studio, go to Administration, Lookups and find the 'Investment Object State' lookup.
For the following Values, update the Labels for the following 3 values that are used only for Ideas.
The labels can be updated for other languages by clicking the 'translate' button in the studio lookup values list.
Submitted for Approval => Submitted Idea for Approval
Incomplete => Incomplete Idea
Converted => Converted Idea
Also, in the 'Reorder' tab, Reorder the values so that these 3 are together in the list.
It may be beneficial to put them at the bottom of the list.
See an example:
If the existing CIT values that need to be updated:
- Check the value of the 'Progress' field on the CITs where the 'Status' field got set to 'Submitted for Approval'... if it is set to 'Not Started', then try to set the 'Status' to 'Rejected' snd this should help get the CIT back into the right status values.