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Workflow value submission in pending state

In Varicent® Incentives, you can create workflows that allow web users to submit values that remain in a pending state until the workflow is approved.

First, the workflow must be associated with a Presenter report that has an editable column in a data grid. Then, the workflow must contain an Action node that has at least one approval path and one rejection path to the End node. Web users can open the workflow in the Sales Portal and edit columns in the data grid. These edits remain in the pending state, and cannot be seen by other web users, until the workflow is approved.

Enabling pending workflows

When you enable the pending workflows options, any changes that are made to data in Presenter reports as part of a workflow are placed in a pending state until the workflow is complete. Only when the workflow cycle is complete is the data updated in the table.

You can change this setting on a per-workflow basis. This means you can have some workflows that push data changes immediately, while other workflows won't update data until the workflow cycle is complete.

The workflow must be inactive to change this setting.

  1. Open the workflow you want to enable pending data updates for.

  2. Click the Workflow settings icon Settings Icon to open the Workflow Settings menu.

  3. Under the Data tab, select Delay update.