I have set the field “T1-ADJ completed” to be marked completed when printing (see below). After printing, I go to the tracking info, and the “T1-ADJ completed” item is not checked off. Am I confused about how this is supposed to work?
Good morning,
This workflow item will auto-complete when you take a T1-ADJ snapshot.
I will log the issue with the print dialogue “Complete tasks:”.
I did the “As filed” snapshot earlier - that’s what I used to create the T1-ADJ. Then I printed the T1-ADJ (as PDF). Then I went to close the file and update the tracking/workflow. Is there something that could cause the workflow item to be cleared after taking the snapshot?
You need the snapshot you used to create the T1-ADJ (taken automatically when EFILED) plus a second snapshot of the completed T1-ADJ file using the above “As filed - Used to complete a T1-ADJ” in order for the T1-ADJ completed workflow item to calculate as completed.
You can trigger that in the print dialogue here
Ah. Thank you!