Let’s say I’ve got some Directory records in production that have an incorrect Workflow Type on them. It’ll be really painful to start again as there are already a lot of references to these records. Is it possible to modify the Workflow Type of these live records similar to how you can modify the Workflow State/Status of records via Data Transform?
Short answer is yes. This is possible.
There is an Update Workflow action for Data Transform Type Logic Blocks. There is also a Bulk Update. Bulk update is intended for tables where workflow is being added rather than modifying existing records. So more than likely you would be looking to use the Update Workflow action. Some things to be aware of are; none of the workflow sequence logic nor triggers will run during this action so transforming Workflow may have unintended impact on further downstream processing. As with any data transform, exhaust as many other options as you can before resorting to data manipulation.
Thanks @Aaron.C! I checked the Update Workflow action in 24.2 and didn’t see the ability to set the Workflow Type.
But like you said, it does exist on the Bulk Update statement.
Yes, you are correct. I misread somewhat and was thinking Workflow State Type but it looks like we got you there either way. Workflow Type conversions are only supported by the bulk action. Though an update workflow action should evaluate the appropriate Workflow Type for the record during processing.
Another be careful is data transforms will not prevent an invalid combination. The writer of the conversion is expected to ensure the combination of WF state, State Type and WF Type is valid for the record.
Hi Aaron,
The issue with the Bulk Update is that it requires conditional logic to check that the workflow state type is empty which means this is only fixing directory records with no workflow type. We have records with an existing workflow type that is simply incorrect that we want to change so from my understanding the bulk update will not work.
Would this mean I essentially have to grab all the records, perform a data transform bulk update to remove the workflows and then perform another data transform bulk update to put hte workflows back?
From reading the help text @Aaron.C screenshotted, it seems like an Update Workflow statement would re-evaluate the workflow type. Could it be possible to make these records
- ineligible for the inappropriate workflow types using a bulk update or similar
- run the Update Workflow so that they get reassigned correctly?
