I need to route a capital funding request spreadsheet stored in a SharePoint 2013 library as follows:
1-Manager form validation
2-Operations Manager Approval
I'm not sure if I should use loop counter, switch statement and flexi tasks, state machine, and what workflow settings should be after requestor makes updates to direct the workflow start at the desired approval level (e.g. sometimes start at the beginning, but if at level 4, just go back to Finance for approval, not back to the beginning). Ideas?
Solved! Go to Solution.
@tmmintrup .....you'll need:
Thank you. After status is set for each outcome within each approval state, would I have a Change State action as follows:
Does that make sense?
In your default state, you need to put a switch action, which will check the current status of the workflow and will change the state accordingly.
Never ever leave state machine open, always end state machine state.
A few clarifications please:
1-Where does the switch action go exactly in relation to the state machine?
2-Where do the Run If actions go in relation to the state machine (the first action in each state)?
3-What exactly do you mean by default state?
If you have a mockup photo, that would be great.
This got me on the right track. Thank you. I ended with a state machine, with a state for each approval needed, flexi task for each approver with outcomes of Not Approved, Approved, Updates Needed. If updates are needed, added a request review action to the requestor who would then modify the document in the library and then respond to the review task. Then update approval status and onto the next state. So far so good.