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Workflow Hero

Task Approval using SharePoint Groups

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I'm working on a task approval workflow, and not sure how to structure it. The basic idea is that there are 3 SharePoint groups, and when approved by one group it will be routed to the second group, and then the third group. If a group rejects the task, it will be returned to the previous group. Would using 3 flexi-task in a series work for this situation?

Governance Approval Workflow.PNG

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Workflow Hero

Re: Task Approval using SharePoint Groups

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Use a State Machine with the states named:

  • Local
  • Regional
  • Governance

Add flexi tasks on each branch, and after the flexi task outcomes use a Change state action depending on the outcome.

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