Workflow sequencing - advise on correct use.

  • 14 December 2015
  • 2 replies
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Badge +4

Hi all, I have created an approval workflow that includes approval by a ‘named’ C.E.O. after their approval there are two confirmation emails sent, one to the Initiator and one to the Initiators Manager (using the referencing options.)

Sequence is as follows:

CEO Approval>Initiator confirmation email>Manager confirmation email

The Manager Email confirmation is placed AFTER the Initiator email in the workflow, I want to make sure that the Initiators Manager gets the email confirmation and NOT the C.E.Os. manager.

Have I chosen the correct sequence?

Thanks for reading.


2 replies

Userlevel 6
Badge +16

If you want to avoid that situation you could add a Condition so as to check if Initiator=CEO, and in that case you will not send the manager's email.

Badge +4

Thanks for the prompt reply Fernando :-)

So question is, where do I set conditions?, I have attached the workflow so you can see what I am trying to achieve and would really appreciate your further advice.

Regards

John

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