workflow - qbo3 Task wizard

Question

We have a QBO workflow comprising the following steps:

• Task A
• Wait a day
• Task B

In most circumstances, users will:

• start from their worklist
• navigate to a Task A
• upon completion be returned to their worklist
• the next day, Task B should appear on their worklist

In a few circumstance, determined by the fields present in Task A, the flow should be:

• start from their worklist
• navigate to Task A
• upon completion:
  • if Foo = 'Bar', move to Task B for the same parent record,
  • otherwise return to their worklist

How does one accomplish this in a qbo3 workflow?

question from:https://stackoverflow.com/questions/65832939/qbo3-task-wizard

Answer 1

Tasks, by design, will return a user to the referring page upon saving (or cancelling).

To cause a different page to render, use javascript to set the referring page to a different value.

From the Task GUI Designer:

• click on the Foo field
• in the Javascript > onblur field, enter code similar to the following (carriage returns are not required; just used here for readability):

if (this.value == 'Bar') 
  qbo3.getObject(this).setReferrer('api/importform/summary?Object={{Object}}
&ObjectID={{ObjectID}}
&Method=RenderEdit
&Template=Task B', this);

• click Save

Some notes / gotcha's with respect to the javascript snippet above:

• qbo3.getObject(this).setReferrer(...) changes the value of document.referrer
• the URL being passed is a relative URL, and causes a Task to be rendered
• the Object and ObjectID parameters tell qbo3 to render a task on the same parent object as the current task
• using curly braces {} tell setReferrer to substitute the expressions with matching values in the current task (E.g. Task A and Task B should each have the same Object and ObjectID
  • because this data is being passed into XSLT, the curly braces must be doubled: {{}} so that XSLT does not attempt to interpret them
  • because this data is being passed into XSLT, the & must be XML-compliant; thus the use of &