Capturing Name of Approver of Workflow Action that Submits a Document

ERPNext
1

Hi,

We seem to struggling more than we should about this:

Let’s say there is a Workflow action that submits a document (say a Purchase Order). All we want is for the name of the person (carrying out the workflow action that submitted the document) to be captured in a custom field of the document.

Is is possible to do this? If yes, how.

We tried to replicate the suggestions in this link: After workflow action, but without too much success.

Thanks

Jay

2 Likes
2

if you only need to make the submit user name available on print format, maybe you can refer to the below monkey patch

image
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in print format you can use {{doc.get_submit_username()}}

you can access the source erpnext_oob/monkey_patches/base_document.py · 余则霖/ERPNext开箱即用 - Gitee.com

3

I’m using this to get the Approve User and Date

{% set approve_user, approve_date = frappe.db.get_value(“Comment”, {“reference_name”: doc.name, “content”: “Approved”}, [“owner”, “modified”]) %}

Hope that help

1 Like
4

This is possible. I created three fields: a check field, a data field for storing the person’s name, and a date field to hold the date. All three fields are filled and saved BEFORE the workflow action is triggered. See the image below:

image
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See the JS code below:

frappe.ui.form.on(‘Leave Application’, {
 sick_leave_approval_check:function (frm) {
       if (frm.doc.sick_leave_approval_check == 1){
           frm.set_value({
        sick_leave_approved_by: frappe.session.user_fullname,
        sick_leave_approval_date: frappe.datetime.nowdate()
 });
       }
       
if (frm.doc.sick_leave_approval_check !== 1){
           frm.set_value({
        sick_leave_approved_by: null,
        sick_leave_approval_date: null
           });
       }        
}
});
2 Likes
5

Hey @Syd
But in this solution, the user has to manually activate the checkbox before any workflow action.

Did you find a solution where these fields are populated and filled by the workflow button (Submit/Approve/Verify, etc.)

Please post solution if achieved this result. Thanks

6

Thanks @Syd. Your solution helped me develop this!

frappe.ui.form.on('Purchase Order', {
    validate: (frm) => {
        
        // Doc Creation:
        if (!frm.doc.custom_created_by && frm.doc.workflow_state === 'Draft') {
            frm.doc.custom_created_by = frappe.session.user,
            frm.doc.custom_created_time = frappe.datetime.now_datetime();
        }

        // Doc Verification:
        else if ((frm.doc.custom_read_and_verified == 1) && (frm.doc.workflow_state === 'Verification Pending')){
            frm.doc.custom_verified_by = frappe.session.user,
            frm.doc.custom_verified_time = frappe.datetime.now_datetime();
        }
        else if ((frm.doc.custom_read_and_verified != 1) && (frm.doc.workflow_state === 'Verification Pending')){
            frm.doc.custom_verified_by = null,
            frm.doc.custom_verified_time = null
        }

        // Doc Approval:
        else if ((frm.doc.custom_read_and_approved == 1) && (frm.doc.workflow_state === 'Approval Pending by Manager')){
            frm.doc.custom_approved_by = frappe.session.user,
            frm.doc.custom_approved_time = frappe.datetime.now_datetime();
        }
        else if ((frm.doc.custom_read_and_approved != 1) && (frm.doc.workflow_state === 'Approval Pending by Manager')){
            frm.doc.custom_approved_by = null,
            frm.doc.custom_approved_time = null
        }
    }
});

image
image2074×518 40 KB

The verifier and approver just has to tick the checkbox and save doc before making the next workflow action of verification/approval.