I've got a Flexi-Task where there's of course a Reject and Approve path. If it's approved it goes straight to another
Flexi-task. If it's rejected the user needs to revisit a form they've submitted, change then resubmit. When it's resubmitted I need it to go back to the ** STAGE THREE ** Flex-task as detailed below so that the approver can look at it again and hopefully approve. What would I need to do to achieve this?
Solved! Go to Solution.
you need to use a state machine and change state actions similar to this:
goes for initial approval. if rejected, ends workflow. if approved, goes to secondary approval.
Secondary approval: if approved, end workflow. if rejected goes to Awaiting resubmission.
Awaiting resubmission: waits for current item to be updated to Submitted (indicating a change has been made and re-submitted) and then goes back to secondary approval.
The beauty of the state machine is it can do that reject/resubmit loop as many times as required.
workflow statesstateend state machinechange statestate machine
Thanks. I don't quite get how this is configured? So I've put in the State Machine action and it's giving me what's below.
So effectively I'm not pointing the Workflow back up one stage, what I'm doing is adding another action? Would State 1 be another Flexi Task?
Actually I think I get it. We're starting with a State Machine action with three branches Initial Approval, Secondary Approval and Awaiting Submission. Depending on the approval process it'll switch to an a different branch (for example if on the initial approval it's approved it switches to the secondary approval)
But does this mean I'll have to completely rewrite my Workflow to fit in the State Machine actions?
yes that's right.
no don't have to rewrite. add your state machine action in and then drag your other actions to the appropriate "branches" of the state machine and add your change state actions.
Thanks. Where would I need to place the initial State Machine action? I have an initial Flexi-Task which kicks off the Workflow, so f I add the action before that it gives me too many branches, and if I try and take one of the States/Brachesaway it errors...