K2 studio workflow Approval and Rejection

  • 10 April 2017
  • 4 replies
  • 7 views

Hi,


I am new to K2. I am creating a workflow in K2 studio. In workflow, I am trying to achieve  approval and rejection steps. For example, when manager opens the form for approval, there is a drop down with values 'Yes' and 'No' (Yes means Approve, No means Reject). If manager selects Yes', workflow will move to next person for approval. If manager selects 'No', a  comment box will appear and manager will submit the form. On submitting the form, workflow will send a rejection email to originator and workflow will stop.

Any help will be appreciated.

 

Thanks


4 replies

Badge +7

Hello,


 


There are several how-to videos and documents on this topic on help.k2.com, I searched for "approval workflow" and some of the the turtoirals are linked below to get you started.


 


http://www.k2.com/displaycontent.aspx?id=4539


http://help.k2.com/displaycontent.aspx?id=4538


 


This was just two of the many videos and other walkthroughs on this topic help.k2.com is a good resourse for finding what you might need.


 


Thank you,


 


Ted Boeckman

Thanks Ted for links. I did add outcomes in my smartform client event .  But when I did a test run at first approval level, eventhough I selected No (Reject) from form drop down, workflow moved to second approval level. Can yu please help me what configuration I am missing on that.

 

Thanks,

Mohini

Badge +7

Hi,


 


Each choice or action yes/no should have a corresponding branch in the workflow, what are you using to design the workflow?


 


Thank you


 


Ted Boeckman

I am using K2 Studio for designing the workflow. In workflow, each outcome (Yes and No) has different branch. But when I am selecting no on form, workflow is still going on next approval level.  Do I need to add any rule on Form as well?

 

Thanks,

Mohini 

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