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workflow form approval

  • July 20, 2023
  • 5 replies
  • 137 views

Forum|alt.badge.img+5

my workflow form will starts from salesman then I used branch by value action and give the first branch is super visor and he has 3 options, 

approve (go to next role)

adjust (back to salesman)

reject(exit)

how I can return the form back to salesman (start event) and get updated values

Best answer by Garrett

Hi @wejdan 

You need to create a branch for the Salesman.
The initial branch should go to the Supervisor.
 

Refer to the image

 

Use variables to store the updated values of the form.
These variables shall populate the values in the Task Form

 

5 replies

Garrett
Forum|alt.badge.img+16
  • Scout
  • 903 replies
  • Answer
  • July 20, 2023

Hi @wejdan 

You need to create a branch for the Salesman.
The initial branch should go to the Supervisor.
 

Refer to the image

 

Use variables to store the updated values of the form.
These variables shall populate the values in the Task Form

 


Forum|alt.badge.img+5
  • Author
  • Rookie
  • 31 replies
  • July 20, 2023

it there a way more efficient than this because I have more than 400 feild and it is very defficult to make 400 value?


Garrett
Forum|alt.badge.img+16
  • Scout
  • 903 replies
  • July 20, 2023

Does all the 400+ fields need to be updated?
Does any of the Approvers need to update every field in the form?
Are there any fields for display only (eg read-only fields)?
These read-only fields will save you a lot of effort by not needing to update the values

 

What is your start form? NAC Start Event Form?
Are you using O365 Form as the Start form?

 

FYI This is so easily accomplish with O365 Form and O365 Workflow. 


Forum|alt.badge.img+5
  • Author
  • Rookie
  • 31 replies
  • July 20, 2023

Does all the 400+ fields need to be updated? not nessery all to be updated but may be
Are there any fields for display only (eg read-only fields)? yes

 

What is your start form? NAC Start Event Form? nintex forms
Are you using O365 Form as the Start form? no

 

FYI This is so easily accomplish with O365 Form and O365 Workflow. 


Garrett
Forum|alt.badge.img+16
  • Scout
  • 903 replies
  • July 20, 2023

it there a way more efficient than this because I have more than 400 fields and it is very difficult to make 400 value?

I believe that this is the most straight-forward and easy to understand method. It does take a huge effort because there is 400+ fields involved.