Creating a Module that closes out pending approval decisions | Community
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OmahaOmaha
Level 4
May 9, 2025
Solved

Creating a Module that closes out pending approval decisions

  • May 9, 2025
  • 3 replies
  • 407 views

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.

Best answer by KristenS_WF

You might be able to take one of the project approval actions (approve, reject , recall) by using a Misc Action module:

 

 

 

 

3 replies

KristenS_WF
KristenS_WFAccepted solution
Level 6
May 12, 2025

You might be able to take one of the project approval actions (approve, reject , recall) by using a Misc Action module:

 

 

 

 

    Sven-iX
    Community Advisor
    Sven-iXCommunity Advisor
    Community Advisor
    May 13, 2025

    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.

      kautuk_sahni
      Community Manager
      kautuk_sahniCommunity Manager
      Community Manager
      July 29, 2025

      @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!

      Kautuk Sahni
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