Skip to main content

KI-93

Fulfillment: Expire Anonymous flow cannot edit closed Fulfillment records

Key/Summary	KI-93: Fulfillment: Expire Anonymous flow cannot edit closed Fulfillment records	Status	Done
Created	1/20/2023	Updated	05/22/2023
Description	The Fulfillment: Expire Anonymous (`MED_Fulfillment_Expire_Anonymous`) flow throws a "FIELD_CUSTOM_VALIDATION_EXCEPTION" error when it tries to edit a closed Fulfillment (`MED_Fulfillment__c`) record. This is because the flow runs as the user who closed the fulfillment and the MED_Cannot_Edit_When_Closed validation rule on the Fulfillment object prevents the same user from editing the closed record.
Impacted Capabilities	Inquiry Management Content Management	Affected Apps	Medical Information Cloud - Classic Medical Information Cloud - Lightning
Affects Versions	MIC V12	Fix Version	V13
Steps to Reproduce	Create a new Fulfillment record. Close the Fulfillment record. The Fulfillment: Expire Anonymous flow will run automatically after 30 days. Notice the "FIELD_CUSTOM_VALIDATION_EXCEPTION" error that is thrown. The Anonymous Key (`MED_Anonymous_Key__c`` field on the Fulfillment record does not get updated.
Workaround	Create a new checkbox field on the Fulfillment object called “Override Lock” (`MED_Override_Lock__c`). Set the default value to `false`. Update the MED_Cannot_Edit_When_Closed validation rule on the Fulfillment object. At the beginning of the Error Condition Formula, add "!ISCHANGED(`MED_Override_Lock__c`) &&". This prevents the validation rule from firing when the Override Lock field is changed. Update the Fulfillment: Expire Anonymous flow to change the Override Lock value from `false` to `true`. Create a new flow called “Fulfillment: Reset Override Lock”. This flow should reset the Override Lock field to its default value (`false`).
Resolution Notes	Upgrade to MIC V13 Requires manual config change. Perform step 2 shown above (steps 1, 3, and 4 are already completed as part of V13 update).