Hey there,
Is it possible to have records that are getting ran through the GeneralLedgerIntegration process automatically post? Right now we need to trigger a custom LB after records are imported and that is not ideal, it would be great if this was just part of the processing jobs.
Thanks,
Ry
If the integration is a one-time requirement, or is run when users are not manually entering Journal Entries, the workflow can be customized to change the transition from manual to auto.
However, if this needs to happen regularly, triggering a custom logic block is currently the best available solution.
You could also log an idea for a base product enhancement where records automatically move out of Draft based on a flag passed in through the integration.
To build on Dheivya’s response, another option would be to create a Workflow Extension that automates that same transition and uses a Conditional Decision to only do it for records that come from the integration table during onboarding, assuming there is some flag on the resulting GL records to indicate that’s where they came from. That would require less manual steps if you had to repeat this process often.
Thank you, we will look into these options.
-Ry