dragonx0208
Novice

How do trigger a workflow when user is Edit/Delete the approval request that is pending.

Hi All,

 

I am a beginner for Nintex for SP. I have created a simple workflow for approval process.

Now, I would like to add few more function

 

1. Ability for user to cancel submitted requests prior to approval and cancellation email notification sent out to the approver.

 

2.Ability for user to modify submitted requests prior to approval and modification email notification sent out to the approver.

 

Not sure from wheree I can add this function?  Do I add additional flow and it get trigger when user perform these action?

 

Thanks in advance

Jimmy

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hejones50
Scout

Re: How do trigger a workflow when user is Edit/Delete the approval request that is pending.

So for the first requirement, I'd recommend having another workflow that is started manually. In here, you can add a 'Terminate Workflow' action and set it to cancel the other approval workflow. You can also include a send notification in here to inform the approver. Within the workflow settings you have the option to 'Enable workflow to start from item menu' so the user can start it by selecting the ellipsis.

 

For the second requirement, I'd have another workflow that starts on item modified (here you can define exactly which columns would be modified for it to start if needed) which sends a notification to the approver. To prevent this happening after the item is approved, I'd limit the permissions on the item so it can't be edited or have the controls on the form disabled when at approved or rejected stage.

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