Basic Branching Workflow

Document created by emily.billing@nintex.com Champion on May 25, 2014Last modified by emily.billing@nintex.com Champion on Jun 21, 2014
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Navigate to the Project Web Application site.

 

Open Nintex Workflow for Project Server 2010 workflow designer. Click Sites Actions > Project Server Workflow > Create Project Server Workflow.

In the Workflow Designer Ribbon, click on Workflow Settings. Enter the title "Basic Branching Workflow" and a description "The proposal will be automatically rejected if it exceeds $1,000,000". Click Save.

project_server.png

Note: The task list called Project Server Workflow Tasks is the default task list used for Project server workflows that is accessible from the Workflow Approvals link in the PWA home page.

 

Build your Workflow

 

The initial steps within this workflow will be to set the project stage and initial status of the project to wait for an input when the workflow is started.

 

In the Workflow Actions Toolbox, click the Project Server category for the workflow actions that are specific to Project Server.

Note: This tutorial is focused on the Project Server actions; the full set of Nintex Workflow 2010 actions are available to be used to integrate with SharePoint and other Line of Business systems.

PS_actions.png

Click and drag the Set project stage and Set status information actions from the toolbox onto separate the design canvas.

set_project_stage.pngDouble click on the Set project stage action to open the configuration dialog. In the Stage drop-down menu, select Initial Proposal Details. Click Save.

initial_proposal.png

Double click on the Set status information action to open the configuration dialog. In the Stage drop-down menu, select Initial Proposal Details. In the State drop-down, select Waiting for approval. Click Save.

waiting_for_approval.png

An evaluation of the Sample Proposal Cost value will determine if the cost is within the $1,000,000 approval limit.

 

Add a Compare project property action from the toolbox to the design canvas below the Set Status information action.

compare_project.png

Double click on the Compare project property to open the configuration dialog. The Compare project property action will return a True/False based on the comparison. Create a workflow variable to store the result of the comparison.

  1. In the Ribbon, click on Variables.
  2. In the Workflow Variables settings dialog, click New.
  3. In the Name field, type "Is Too Expensive" and select Yes/No as the type. Click Save and then Close.

 

Complete the rest of the Compare Project Property action

  1. In the Project property field, select the Sample Proposal Cost (notice that this drop down list has been populated with the Project Server properties).
  2. In the Comparison operator field, select Greater than
  3. In the Value field, select Value and then type "1,000,000". 
  4. In the Store result in field, select Is Too Expensive.
  5. Click Save.

compare_project.pngConfigure the outcome of the project based on the result of the comparison. In this example, the project will move to the next stage if it is equal or less than $1,000,000; else an automatic rejection will occur.

 

Add the Set a condition action to the design canvas (below the Compare project property action). Double click on the action to configure it.

  1. In the Condition field, select If any value equals value
  2. In the Where field, select Workflow Data; Is Too Expensive; equals; Value; Yes.
  3. Save the action.

set_a_condition.png

Configure the outcome

Add a Set project stage, Set status information and End Workflow actions to the "Yes" branch of the Set a condition action on the design canvas.

set_branch.png

In the Set project stage action, configure the action as follows:

  1. In the Stage field, select Automatic Rejection and click Save.

 

In the Set status information action, configure the action as follows:

  1. In the Stage field, select Automatic Rejection.
  2. In the State field, select Leave current state and click Save.

 

Configure the outcome if the project cost is less than or equals to $1,000,000 in the "No" branch.

Add the Set project stage and Set status information to the No branch of the Set a condition action on the design canvas.

no_branch.png

 

In the Set project stage action, configure the action as follows:

  1. In the Stage field, select Proposal Details and click Save.

 

In the Set status information action, configure the action as follows:

  1. In the Stage field, select Proposal Details.
  2. In the State field, select Waiting for Input and click Save.

 

Configure the last stage of the project for the workflow to progress.

 

Add a Set project stage and Set status information outside the Set a Condition branches.

outside_project_stage.png

In the Set project stage action, configure the action as follows:

  1. In the Stage field, select Execution, and click Save.

 

In the Set status information action, configure the action as follows:

  1. In the Stage field, select Execution.
  2. In the State field, select Waiting for Input, and click Save.

 

Your workflow should now look something like this:

end_WF.png

Publish the workflow.

  1. In the Ribbon click on Publish.
  2. In the Set Title & Description dialog click Submit, and then close the workflow designer.

 

The Basic Branching Workflow is now complete. The workflow will run when a new project is created based on an Enterprise Project Type that has been associated to this workflow.

 

Follow the next tutorial to learn how to > Associate a Nintex Workflow with an Enterprise Project Type

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