Description

When a resource sharing item is returned to the partner, the status of the borrowing request is changed to "Returned item to partner". We would like to skip this step and complete the requests immediately. Is that possible?

Resolution

The Lending Workflow Profile has an option for ‘Lender check in’.

If you remove that from the workflow profile that is linked to the request’s partner, returning an item will immediately consider the request completed, without waiting for a lender check in confirmation.

Workflow profiles are attached to the partner record, so you can set up this type of workflow for some partners and a different one for others.

• Article last edited: 05-Dec-2018