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Workflow Design Help

Question asked by kaylee.wissink@polaris.com on Feb 25, 2016
Latest reply on Feb 25, 2016 by philipplucas

I am a bit stuck on the design of this workflow....

 

Background:

The users want to submit a form that gets routed for approval. In the form they fill out, the will select users from different groups. They can select 0-multiple users for each group in the form (there is around 20 different groups). Once submitted, an approval email should be sent to any users that were selected. When approving, the user should be able to select Approve/Reject, enter comments, delegate, and add additional approvers from their specific group if they feel it's necessary. However, their Approval/Rejection doesn't actually matter. The only approval/rejection that matters is the originator's. Once the originator approves or rejects, the workflow can move forward. However, they would like to see what response the users they selected have for approve/reject.

 

How I started:

I created the form (works great) and got a workflow started. I am using a parallel action with request review for all users selected in the form. I have edited the task form and workflow task list to have an approve/reject column that they can fill out but doesn't actually drive anything within the workflow. In the other parallel branch, I have the request approval action for the originator. Once the originator responds, it cancels any remaining tasks from the request review action. THIS PART IS WORKING FINE. I am struggling with two pieces:

 

1. How do I allow the users to add additional approvers?

2. They would like each task name to contain the group that the selected user is in. How do I accomplish that without creating 20 different request review actions in parallel?

 

If I went about this the wrong way, please let me know.

 

Thanks!

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