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  1. Introduce a new workflow task type to copy uploaded files

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Workflow  ·  Admin →
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    Ioan Williams commented  · 

    Absolutely. The use case involves Contracting records being created (dedicated module) as a result of an application award, where key data points are stored locally and revised as part of the contract negotiation and monitoring process.

    The data set includes uploaded files, which will initially be copied from the approved application upload fields and stored locally on the Contract record. The awarded application record will remain frozen and linked to the new Contract record, while the Contract will maintain the working award data set that can be modified through negotiation or post-execution contract modifications.

    Ioan Williams shared this idea  · 

  2. Introduce a new workflow task type to copy uploaded files

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Ioan Williams shared this idea  ·