Article Details

Id:	10657
Product:	finPOWER Connect
Type:	NEW
Version:	1.06.05
Opened:	26/07/2012
Closed:	02/11/2012
Released:	26/11/2012
Job:	J010085
High Importance

Refinancing; new flag on Workflow Type to cancel Workflow and move back to original Account

A new flag on the Workflow Types, Options page allows Workflows to be automatically closed (cancelled) and moved back to the original Account if a Refinance is declined or unwanted.

The following reports have been updated:

• Workflow Type Details

The Account Accept/Decline wizard will now prompt the User if:

• Open Workflows will be deleted (a similar warning to that previously given)
• Workflows will be transferred back to the original, Refinanced Account

A new Script Event will occur in the Workflow Type before the Workflow is transferred back. This event is 'BeforeAccountDecline' and is called instead of 'BeforeClose'. This event is called if the Account is being Declined or Unwanted. The template WorkflowType Script has been updated to include this event in the Select Case block.

An example of using this Workflow Type Script event is shown below. This example forces the User to manually close the Workflow before declining the Refinance:

Select Case eventId
  Case "BeforeAccountDecline"
    ' A Refinanced Account is being declined (used instead of the 'BeforeClose' event for flexibility)
    ' Return False to fail close
    Dim AccountAcceptDecline As finAccountAcceptDecline
    Dim WorkflowClose As finWorkflowClose

    AccountAcceptDecline = DirectCast(otherParameters.GetObject("AccountAcceptDecline"), finAccountAcceptDecline)
    WorkflowClose = DirectCast(otherParameters.GetObject("WorkflowClose"), finWorkflowClose)
      
    If workflow.Status <> isefinWorkflowStatus.Closed Then
      Main = False
      finBL.Error.ErrorBegin(String.Format("Please manually complete Workflow '{0}' before attempting to decline this Account Refinance.", workflow.WorkflowId))
    End If
End Select