Overview
Manually updating records like Complaints after a Nonconformance (NCR) is closed can slow down your processes and increase the chance for oversight. Automating this task ensures consistency, accuracy, and time savings.
This article walks you through creating a workflow that automatically updates the status of a linked Complaint to “Closed” when an NCR is closed. Before you begin, make sure you’re familiar with How to Create a Basic Workflow and How Conditions and Actions work.
Access the Workflow Configuration Screen
To create the new workflow:
Step 1: Hover over the Configuration icon > click Workflows > click New.
Configure the Workflow Settings
Step 1: On the New Workflow page, configure the following:
- Workflow Name: Auto-Close Complaint When NCR Closes
- Use: Nonconformance
- Trigger: On Record Updated
- Execute Order: 1
- Description: optional
Step 2: Click Save.
Add Conditions and Actions
Step 1: Begin by clicking on the Workflow Steps tab.
Step 2: Under Conditions, replicate the following fields:
| Resource | Operator | Value | And/Or | + x |
| NCR Review Response Approval | = | Close NCR | And | + |
| NCR Review Response Approval | Has changed |
Step 3: Proceed to Actions and replicate the following fields in the screenshot below:
Step 4: Once all fields are entered in for Actions, click Save.
Test Your Workflow
Once everything is configured in your workflow, test it.
Step 1: Identify a NCR linked to a Complaint.
Step 2: Confirm that the linked Complaint automatically updates to Closed.