I am building a workflow with a simple approve or reject option; however, I also have to take into consideration whether the task has been completed within a time frame of 7 days of the due date but also to check whether 2 other fields have changed (this is either the 'Published Date' or 'Status').
I have tried using a string of 'IF' statements to do this, and attempted the loop functionality but I don't know which to use for the best, and I've also never used loops before. Here is a snapshot of the loop option that I created:
Details behind each action are:
My confusion is how to incorporate all of these actions to run at the same time.
I hope that is clear, but happy to elaborate or share more images if necessary.
Many, many thanks in advance for any help that you can provide
Solved! Go to Solution.
The form that this workflow is running needs approving within 7 days, and then the actual document that the form has been initiated on behalf of needs to be review/updated before its due by date. I probably need to explain the process a bit better...
It's the part after the deferral form has been approved where I'm getting myself into knots.
I hope that helps. Thank you.
OK so let me try to understand properly. you have a document library that has one workflow on. You then have a list/library where the deferral request form is created? When that deferral request form is created it goes for approval. If it is approved you have to do update the review date on the original document?
Are they in the same library/site/list? how is the deferral form related to the document (is there a column you can match the deferral form to the document on)?
Sorry for all the question, I think I understand what you want, but I don't understand your site / list / library structure to advise on a way to do this...
Hi Cassy, sorry I haven't got back to you sooner.
I hope that makes more sense. I'm very happy to answer more questions if you have them.
OK so I have created a dummy list and workflow. In my list I have title, published date, status and due date.
in my workflow I have two actions at the very beginning - used to log the current values of published date and status at the beginning of the workflow:
After this I have a flexi task to get the approval I require.
In the approval branch I have a calculate date action which is used to work out the tolerance for timely approval (i.e. 7 days before due date).
I then have a set a condition action that checks the following:
current date >= vDate7DaysBeforeDue AND
current date <= Due Date (on item) AND
vTextInitialStatus = Status (on item - would mean hasn't changed) AND
vDateInitialPublishedDate = Published Date (on item - would mean hasn't changed)
Gives me an overall workflow like this:
is this remotely what you want or have I completely misunderstood?
Thank you, Cassy It looks like it should work. I'll build this into my workflow and give it a go! (You'll also answered my query between using loops or conditions.)
I'll let you know how I get on.
Thank you again. It's very kind of you to take the time to help me out