Article Details
Id:21344
Product:finPOWER Connect
Type:FIX
Version:4.01.01
Opened:16/02/2024
Closed:09/04/2024
Released:24/06/2024
Job: J032915

Workflows; Client-specific Workflow Items were not correctly respected when in Item Groups configured to repeat for each Account Client

Like Workflow Items, Workflow Item Groups can be configured to repeat for each Account Client for Account-Type Workflows (or for each Applicant, for Account Application-Type Workflows).

However, any items in a repeated Item Group did not have any context of the Client / Applicant in the group it belonged to. This could cause issues where the Main Client / Applicant was assumed in each of the repeated groups.

For example:

  1. Take a Workflow Type which repeats a Workflow Item Group for each Account Client. The Group contains a single item which performs a Bank Enquiry check.
  2. An Account which has two Clients has the Workflow created.
  3. Two Workflow Item Groups are created.
  4. When the User actions the first Bank Account Enquiry in the first group, they are correctly presented with the Main Client.
  5. However, when actioning the second Bank Account Enquiry (in the second group), they are presented with the Main Client a second time, which was incorrect.

This has been fixed, and now repeated Item Groups correctly retain the context of the Client the Item Group belongs to, for Account-based Workflow Types.

Additionally, repeated Item Groups now correctly retain the context of the Applicant the Item Group belongs to, for Account Application-based Workflow Types.