davdaj
Novice

How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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I am new to Nintex and thought this would have to be simple, but all the discussions I have seen are very complex. I have a single approval that if rejected, needs to be sent back to the initiator and then they make any necessary corrections and resubmit. How can I make that happen?

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mlauer
Collaborator

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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see Document Review and Approval (State Machine) Workflow by .

There You will also find a example workflow for download.

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davdaj
Novice

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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thanks I will take a look

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davdaj
Novice

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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I am looking for more of a step by step.

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emha
Collaborator

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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maybe these will make it more clear for you

Using State Machine Workflows 

 

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davdaj
Novice

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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Yes Thank you. I was able to set it up and it worked, but the way the set up is, the same person who submits the Nintex Form also has to approve. Does that step have to happen? Really, Person A submits the form and it should then go to Person B. Person B either approves and it moves on or declines and the form is sent back to Person A to resubmit.

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rhia
Scout

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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How do you define Person B?
Like, is the approver indicated in another field on the form, or does it have to be looked up from a list?

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emha
Collaborator

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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the same person who submits the Nintex Form also has to approve. Does that step have to happen

no, this doesn't happen on its own, it happens because you configured it so.

can you post some screenshot(s) how did you configure workflow and task action itself?

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davdaj
Novice

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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Person B is the only approver. But, if they do not approve the form, I would like them to be able to reject it and it be sent  back to Person A, who submitted the form to fix and then resubmit again to Person B. Once Person B approves, the form is then going to be sent for processing by the next department.

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davdaj
Novice

Re: How can I set up the workflow to send a rejected approval back to the initiator and then have them resubmit?

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I set it up as it was in the Using State Machines Workflows above. But the Analyst doesn't need to approve, just submit or save the form. Then the Manager receives the email to approve or decline the form, if declined, the form needs to go back to the analyst to correct and resubmit. Does the analyst have to have the change state in order for the manager to reject the form and it go back to the analyst?

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