Using document status instead of Workflow State

[Tanuj]

Hello to everyone,

Is there any way to display the document’s status instead of the workflow state in the list view of documents that require approval.

To be more specific, I would like to show the workflow state until it has reached “Approved”, and then based on separate parameters, show the appropriate status of the document.

For example:

Quotation is in draft, Status = Draft,
Quotation is submitted for approval, Status = Pending (from workflow_state),
Quotation is approved, Status = Approved (from workflow_state),
Quotation’s status has been changed to “Negotiation” by Sales Executive, Status should be = Negotiation
Quotation’s status has been changed to “Lost” by Sales Executive, Status should be = Lost

Thanks in advance!

[Tanuj]

BUMP

Can someone help me with this please?

[rohit_w]

Hi @Tanuj

Try below code

frappe.ui.form.on(DocType, “workflow_state”, function(frm, cdt, cdn){
if (frm.doc.worflow_state ==== “Draft”){
// do something
}else{
// do something
}
});

Thanks, Rohit

[Tanuj]

Hi @rohit_w,

Im not trying to run a code based on the workflow state. Im trying to set the list view from Workflow State to Status of the document.

[rohit_w]

Hi @Tanuj,

Under custom app create custom_quotation_list.js file and call it from app’s hooks file like as below

doctype_list_js = {
“Quotation”: “path of custom_quotation_list.js”,
}

Write your logic in custom_quotation_list.js file.
For reference you can check quotation_list.js file.

Thanks, Rohit

[Tanuj]

Hi @rohit_w,

Thanks for the suggestion, but it didnt work. The workflow state seems to be overriding the status.

Steps I followed:

1. Created cust_quotation_list.js with correct settings.
2. Edited erpnext/hooks.py to add:
   doctype_list_js = { "Quotation": "erpnext/selling/doctype/quotation/cust_quotation_list.js" }
3. Restarted Supervisor

[rohit_w]

Hi @Tanuj,

Run following commands and check

bench clear-cache
bench build

Thanks, Rohit

[Tanuj]

@rohit_w
Still nothing.

Do i need to reference the hook somewhere?

[Basawaraj_Savalagi]

What about displaying both standard status and workflow_status side by side…

see below ‘purchase order’ document that I am using where both standard and workflow states are displayed! This works for me…

[Tanuj]

@Basawaraj_Savalagi

Could you tell me how you did that?

Thanks!

[Basawaraj_Savalagi]

1. After creating the workflow for any doctype, go to customize form and select the doctype.
2. you will see a field called ‘workflow_state’
   3.check ‘In List View’ for workflow_state field.
   4.You may have to uncheck ‘In List View’ for some other field as in ‘List View’ there is limited space…

[sione]

Hello,

Here is my list view. I need to get different status for both Workflow and Status

[Basawaraj_Savalagi]

@sione

I need to get different status for both Workflow and Status

Not sure what you mean by that!

Did you define a workflow with workflow states?

[Sumit_Arora]

I also tried same, you need to re-order field Wofkflow_state and Status from Customise Doctype and need to bring down Workflow state to Status field.
Re-login and check. I also couldnt understand the logic behind it but it work for me.

[sione]

Yes I define a workflow_states which was Approved, Pending, Cancel.

That why I want if the workflow_state and the document status have could have different status.

[fasilkaks]

@sione

Did you find a solution for this?

[sione]

@fasilkaks

No…I ended up just using the Workflow State

[bghayad]

Hello @sione @fasilkaks @Sumit_Arora @Basawaraj_Savalagi

I believe the standard status that you are looking to change it is the get_indicator that is existed in the filename_list.js so it is not a field.

Please check and advise.

Regards
Bilal

[ashish-greycube]

Note, this to work set ‘Don’t Override Status’ to true i.e. If Checked workflow status will not override status in list view

[ponyooooo]

Continuing the discussion from Using document status instead of Workflow State:

Is there a way to add the Workflow State on the Status of the document? So that I do not need to have both viewing of the Status and Workflow status on the list view. Also, no need to enable or disable the ‘Don’t Override Status’.

Example I wanted to add the following workflow status on the Purchase Order:

Rejected by Purchase Manager
Pending Approval by Purchase Manager
Approved by Purchase Manager

However, once the Purchase Order is submitted, I also want to keep the “to receive and bill”, “to bill”, etc standard status on the document.

How can I achieve this?