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Workflow Hero

Using a Save Button Throughout Various Stages of a Workflow

Say if I have the following workflow - what is the best way to have a Save button visible at all stages which doesn't progress the workflow when press, until the Submit button is pressed?

For e.g if the Stage 3 approver presses Save, it shouldn't go to Stage 4.

Stage 1: submitter

Stage 2: approver

Stage 3: approver

Stage 4: approver

Stage 5: approver

Do I update a field each time the Save button and Submit buttons are pressed and get the workflow to check this field at every stage to determine if it should progress to the next?

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Workflow Hero

Re: Using a Save Button Throughout Various Stages of a Workflow

The best approach would be to create a state machine workflow.

Create a state branch for state machine action for each

of your stages. Assign an approval task to respective approver(s) within each branch. Advance to the next ( or previous) state/branch when your specific conditions are met.

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