Hello All,
Am in the process of starting to design a WF for bank transfer in my organization and I would like to have some ideas on how to develop same. Below are some of the data should form part of the WF.
1. The WF should start by either
- an email received from client with the instruction already prepared by the client; or
- the instruction should be prepared by the staff and they received only an email to tell them to start a bank transfer
2. Whether the option 1.1 or 1.2 is true, there are some checks that need to be done before proceeding, like
- There are misspelled words in the request (Yes or No)
- The sender is not known (Yes or No)
If there a Yes answer from the checks, there should be option where the staff can add a comments regarding the 'Yes' answer
3. Next step, the staff needs to check for evidence of received from client
4. Next step, the manager should verifies if all the information above is valid and gives his approval. If he deny same, he should give a reason and the process should not restart however the staff should receives the reason and update same accordingly and after that the process should be redirected to the manager for verification and this should loop till the manager approves it
5. Next steps, if the manager approves, the process should activate another WF process automatically and notifies the staff that now he should act upon the activated process.
6. After completing the activated process, the manager should be notified of same and verifies all the information before giving his approval.
any help on it.
From my search, the workflow features that i should be using are
- invoke workflow
- loop