I am sorry for taking your time but I need some HELP as we go life with MDM and there is still one open topic that is connected to workflow implementation.
Do you have maybe someone who can advice me a solution or workaround to solve this issue. See description below.
We are using role based workflow (few of workflows triggered one by one depends on the task that needs to be performed)
As agreed with our client the several users are not allowed to:
Modify (add/remove) original records
Start workflows
Check out / roll back records
Our solution provides them with option to do any kind off modification on Check Out records, and that action is triggered as automatic result of import records.
NOW a small issue appeared since the import from MDP is made based on a new rapport that does not have several fields that we where using to determinate what items from materials will change.
So the next idea was to do that manually since it happens only few times a year for more or less 10 items. And that is where the problems started.
I want to have a small workflow that will do as follows:
Check Out Record -> Allowed to make changes -> Send to the next step (Approval process will be started)
but we do not want to allow them do Checkout record or add to job
(It can be only acceptable if we can allow them to add to ONE of the workflows but not all of them)
I tried also to use the trigger actions Record Update2 but Workflow checkout occurs after record update (update applied to original record) so that is not applicable to, as since we want to keep original data in case someone rejects the new changes (that way we can always go back to original records). I would rather need something like Record Import only without the import part (it checks out the record and only then it allows to do any changes). ;P
If the description is not clear let me know I will try to translate it to easier English
Hope to hear from someone soon
Aleksandra