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Honored Contributor.
Honored Contributor.
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Move request ticket back 1 phase if Denied

Hi Team 

We have a requiremnet to move the quote a phase back automatically, when it has been denied . I am trying to use $phasepntr variable, but it is not helpping . Can someone guide me  on how to approach the same . 

Regards 

AA

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Absent Member.
Absent Member.

Re: Move request ticket back 1 phase if Denied

Hi,

If you set $phasepntr variable you need to udpate the record. Maybe instead of that change the name of the phase to previous one (e.g. from Phace C to Phase B) ?

Best Regards

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Outstanding Contributor.. Outstanding Contributor..
Outstanding Contributor..

Re: Move request ticket back 1 phase if Denied

I'm assuming you're not on Process Designer, so I'd suggest that you determine which Process is being called when the request is denied, then set the $phasepntr (and any other variables/values) in the Pre RAD Expressions of that Process. That should do what you want.

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