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Workflow Hero

Run If - basic parameters

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I have a workflow where i am trying to set up a triple level authorisation. This is the workflow at present: Most of the following questions are for the right hand branch

Level one - is the job request outside office hours? For this i have set up a yes/no on my form/list. I have also put a "set a condition" action on my workflow asking this question.

Second level. If the answer is NO then is the job £2500 or more? I have set a Run If Box for this:

Third level. If the answer is yes then is the job £8000 or more? I have set a Run If box for this:

I have columns in my list that have the values of £2500 & £8000 by default, the idea being that i can change the default value "on the fly" without having to worry about any other areas.

The problem i have is that the managers - the right hand side of the workflow - are getting email notifications regardless of the fact that it might not require authorisation (IE is it inside office hours & Under £2500 OR it is outside office hours but LESS THAN £8000)

I am not entirely sure what the resolution is to this. I am certain it is a simple thing but cannot fathom how to fix it.

I should mention that the left branch are required to authorise every document.

It is only those that are either inside office hours but over £2500 or outside office hours Over £8000 that require the extra managers authorisation in order to proceed to the next step.

Can anyone spot what i am missing or doing wrong?

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Workflow Hero

Re: Run If - basic parameters

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Hi

Your run if actions are empty. you need to put the actions inside these so they will only run if your condition is met. if the condition isn't met it will carry on which is why the email notifications are always being sent

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Workflow Hero

Re: Run If - basic parameters

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Empty?

I have set them up as described above?

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Workflow Hero

Re: Run If - basic parameters

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Sorry, should have screenshotted last time.

They need to have actions in them that only execute when your condition is met

Paul

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Workflow Hero

Re: Run If - basic parameters

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Hi Peter,

just below "Run if" action there is a border with a position where you can move/add workflow actions. All the actions inside the border will be executed only if the condition in the "run if" is true, all action outside the run if will be always executed, so I think you need to move the notification and the assign flexy task inside each Run If if you want that these are executed only for values bigger than 2500/8000.

Hope it's helpful!

Giacomo

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Workflow Hero

Re: Run If - basic parameters

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Right! it has taken me a while to get back to this - but here is how i see it:

Can u confirm if you agree that this is correct?

MEGA helpful by the way.....

Pete

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Workflow Hero

Re: Run If - basic parameters

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Hi Pete,

yes, right now the notification and the task get executed only if the condition in the run if is met.

Giacomo.

ps.if your question is solved, please mark one of the answer as correct

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Workflow Hero

Re: Run If - basic parameters

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Hmm - i am sure it is a basic setting - but i just did a trial run & the PT branch of the workflow (my very first piccie) got an email. But even though the new entry had a value of £8200 it didnt send the "managers" group an email.

Encouragingly the next step executed fine so i know that my basic steps are correct. It is just this "WhatIf" area that i cannot debug!

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Workflow Hero

Re: Run If - basic parameters

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Hi Peter, if you look at workflow history for that item you should see a graphical view of what action have been executed, so you can see which notification has been fired and/or if the executed branch is the correct one.

An additional thing you have to check is: you have mentioned that an email should be sent to the managers group, is it an AD group or a SharePoint one?

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Workflow Hero

Re: Run If - basic parameters

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answer to second question - all emails are set to me while i get this working. So i got an email that i know was meant for the PT branch of the flow. Nothing came thru from the manager branch even though the value was £8200 - which well exceeds the £8000 threshold.

first question - bit more tricky this!

you say workflow history & graphical view. where is this exactly?

If i select the item this is what i see on the items tab:

the workflows button will take me eventually to here:

Erm - then what!?

& if i select the list tab

there is no option to look at history

So i am a bit stuck

Pete

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