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Question

Repeat Activity or Invoke

asked on June 7, 2018

I am creating a process that requires approval but if we send the document to the wrong person for approval. I want them to be able to say "incorrect owner selected" and leave notes. Which is the best practice? Should I use a repeat activity until a field has been changed or should just invoke another workflow?

 

 

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Replies

replied on June 7, 2018

If I understand correctly, it sounds like you would put 2 metadata fields on the entry?  One field to say "incorrect owner" and one field for notes.  And that is what you for either a repeat or an invoke?

My first question is what if it goes to the correct owner?  If the correct owner does not need to pick "correct owner", then a repeat watching this field would basically stall out because if the repeat waits for a field change, it would never change, or worse if you have it repeating again right away eventually it will hit the maximum repeats allow and will finish the workflow, which could be bad depending on what else the workflow does.

As to invoking the workflow again, I would ask what happens if it gets sent to the wrong person twice?  Would the new workflow just try to wait and resend again?

My second question is how is the person chosen in the first place?  Is it an activity in the workflow?  If so, I would think that both repeat and invoke would share the same problem of it always sending back to the wrong person.

Would there need to be a step in there that watches for "incorrect owner" and diverts it to someone to look at it and change who it really needs to go to?

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replied on June 10, 2018

So it starts with an Administrator selecting the appropriate person to review. It then goes to the person whom they have selected. If the Administrator makes an error. I would like for it to loop back to the Administrator by the reviewer selecting "Incorrect Reviewer". 

Like in Forms we can have something in a repeated loop until a condition is met. 

Invoking a workflow I can have the steps separated out. So the administrator would finish their process then invoke the reviewer process. If it is the incorrect reviewer it would follow that conditional path and invoke the administrator workflow again. 

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