Convert Work Code to a Request if Denied

The Convert to a Request if Denied check box in a dynamic issue converts a work code to a request when the person fails the dynamic issue criteria upon adding or editing the work code.1

This is a sample dynamic issue configuration:

  1. Go to: Setup > Codes > Dynamic Issues.
  2. Click Add to create a new Dynamic Issue.
  3. Assign the Dynamic Issue a generic or business-rule derived name in Name. For example, “Requires Supervisor Approval”.
  4. Select Condition. in Type.
  5. Select Convert to a Request if Denied.
  6. Only the Add and Edit fields in Severity when... apply. Select the desired severity level; for example, Deny level one.
  7. Click Save.
  8. Clone the dynamic issue you saved in the previous step to control which user can bypass this issue to approve the work code.
  9. Label the issue. For example, “Supervisor must review any issues before approving this request”.
  10. Clear the check box Convert to a Request if Denied.
  11. In Severity when... configure the Approve, Remove, and Auction fields with the desired severity level. To continue with this example, in Approve select Deny level one.
  12. Click Save.

Go to the applicable work code(s) and assign the two dynamic issues in the Issues panel.

1 Only two severity levels apply when using this check box, Add and Edit.