Hi All, I'm building out a scenario that closes out old active projects. I'm able to close out open tasks and issues, but I'm running into a wall when attempting to close out active approval processes on a project. Has anyone ever created a module to do this? I've attempted using a Create a Record module and a Custom API Call module but no luck yet.
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You might be able to take one of the project approval actions (approve, reject , recall) by using a Misc Action module:
You might be able to take one of the project approval actions (approve, reject , recall) by using a Misc Action module:
What does "closing out" mean - did these projects just not get closed due to human error? And the approvals were given but the user(s) didn't click "Approve"?
Then Kristen's approach is short and sweet - you'll just need to distinguish between project/task and issue approval.
You'll also need to see if there are open issues and close those.
BUT: these actions impact your issue/task and project completion dates/duration.
OR, you could create a custom status "Closed/Cleanup" that equates to DED (cancelled): that means no need to close anything the project is iced. That in turn may impact some reporting (that only looks at CPL status.
@OmahaOmaha Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!
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