Is it possible to create at task (request data) that is completed in two steps? Once the 1st step is done a notification is sent out, while the task remains open. Finally the 2nd step will be completed, another notification is sent out and the request data task will close.
I assume the same assignee will be completing on both steps? It does sound like you would want to create two tasks to handle this. Each task will only request the specific information for that step. Then after each task the notification to whomever is delivered.
What are the disadvantages to using two tasks in your processes?
+3
Do you have to create a task? I created a simple workflow that runs when the files is added or edited with two run if branches. The first branch runs when the first appropriate field is set to submitted (which triggers an email to an auditor) and the second branch runs when the field is changed to approved by the auditor, which sends the notification to the contact to let them know it has been approved. Everything is done in the same library. Would that work for you or do you have to create a task? In that case, you would want to consider Andrew's recommendation to use two tasks.
+3
Currently, the workflow is set up and for this particular person, is completed in two steps. The 2nd step is completed after a delay. What is happening is the 2nd step is not being completed in a timely manner or maybe not at all. The thought was if there was only one task it would remain open until both items are completed.
Reply
View our Community Site Map
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.