Here is what I tried so far...however, it doesn't work the way I want and seems like a very lengthy logic. Please help.
1) First workflow: Starts on Item creation
2) Second Workflow: Starts on Item Modified with a condition that status is not equal to "Ready for Review". It runs parallel action where, the left side branch is only run when status is not equal to integrated or Ready for Review or Not started and right side branch will wait until the status is changed to "Integrated".
3) Third Workflow: Starts on Item Modified with a condition that status column is equal to "integrated". sends out an email when there is an update while in "integrated" status.
Hi Chaithanya,
Sorry for the non-technical explanation....I don't like the "wait for document to be checked in" - action...there is an article floating around about it and it has to do with SharePoint timer jobs or something like that and I think this is unreliable.
I would suggest that you use a State Machine with the different states and move it through the different statuses. This just feels like you have more control over the flow through the process. Inside the state machine I will add different flex tasks for approval of current state (or rejection) and then move it according to that to next or previous state.
Let me know if you need more info on state machines.
Hi,
in my opinion there are two ways to get this done.
a) You could run a State Machine als Francois Crous already suggested.
Pro: One Workflow running for each document.
Con: The Workflow has to wait for item changes and will run as long as the document is modified
b) You could set up multiple smaller workflow with a conditional start. The First workflow starts with new items. The Second workflow starts, when the column is "Ready for Review" and so on.
Greets,
Kai
Hi Kai,
In the methodology I described, I followed the same procedure as you mentioned. However, Nintex lacks an "Action" that could wait for any update on item. It can only wait on item's field update which is really a drawback and am not able to achieve these requirements with Nintex.
any other suggestions are welcome
Thank you for your help,
I agree with Kai Majert's approach:
your item 3 above, create a workflow with conditional start on modify where status column (previous value) = Ready for review and status column = Reviewed. In this workflow send notification with all properties of the document.
Your item 4 above, create a workflow with conditional start on modify where status column (previous value) = Reviewed. This should allow for any updates to the item (even the status) where the previous value for status was Reviewed. In this workflow send notification of changes.
Still your item 4 but for integrated, create a workflow with conditional start on modify where status column (previous value) = Reviewed and status column = integrated. In this workflow send notification that status has changed to Integrated.
Still your item 4 but when status is integrated and item is updated, reate a workflow with conditional start on modify where status column (previous value) = integrated. This should allow for any updates to the item (even the status) where the previous value for status was Reviewed. In this workflow send notification of changes
So that is four workflows on the same document library with different conditional start behaviours.
Did you get anywhere with this Chaithanya Vuppala?