Clarity

Is there a way to do the following in a process workflow using system actions, GEL and/or XOG?

• Submit a Cost Plan for Budget Approval?
• Approve a submitted Budget?
• Delete an unneeded Cost Plan?
• Delete an unneeded Custom Object Instance?

Thanks

B

I think it is possible to do the following:

* To submit a Cost Plan for Budget Approval:

   - Xog out a Cost Plan

   - Read the Cost Segments

   - Prepare a Budget Plan Xog, and Xog it in

* To approve a Budget Plan there is an option in System Actions (whose process is linked to "Cost Plan" object), to "Approve or Reject Budget Plan"

It would however require a direct delete operation on the database to remove a cost plan I think. And since there are multiple tables involved in holding a Cost Plan's data, this delete operation would have to span multiple tables. It would also not be a supported method.

To remove a custom object instance again would have to be a DB operation. But since in most cases the data resides in just one table (of the format ODF_CA_<customObjectID>), it should be simpler here. But again, this would be an unsupported method.

• Submit a Cost Plan for Budget Approval? - YES
• Approve a submitted Budget? - YES
• Delete an unneeded Cost Plan? - NO. Not without unsupported customization. Not recommended, you may end up causing data integrity issues/ data corruption
• Delete an unneeded Custom Object Instance? - NO. Not without unsupported customization. Not recommended, you may end up causing data integrity issues/ data corruption

Balaji,

Can you provide specifics on how to Submit Cost Plans and Approve Budgets via Process Workflows or GEL/XOG?

Thanks

B