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Question

How do I send ONE email after capturing Three Signatures?

asked on December 5, 2019

In my process diagram I send 3 different user tasks to capture 3 different signatures. Due to variable selections it could only require 1 or 2 or all 3 signatures. 

Once, they have been signed I want to send ONE Email user task for a final signature, but instead it sends an email for each signature received to the same Final approver.  How do I merge many to ONE?  I have tried the Inclusive Gateway Merge and get an email for each signature captured.  Then, I tried the  Parallel Gateway Merge, and it stops and doesn't send the Email task at all if All three signatures are not captured. 

Below is an example of my diagram for this section: (this example shows a Parallel gateway, taking 3 inflows into 1 outflow. Each signature flow is only active if the variable was checked in the beginning resulting in possible outcomes of 1 signature required, 2 signatures required or all 3 signatures required.  Is this a condition issue or gateway issue or something else I'm missing?

 

 

Thanks in advance!

Robin

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Answer

SELECTED ANSWER
replied on December 5, 2019

Okay so it sounds like you don't need any additional gateways after the tasks. The gateway before the tasks already determines if the task is required and if it is, then it activates that path.

After the tasks, it would just go into the inclusive gateway to merge everything back together. If the task wasn't required at that previous gateway, then it never would have been activated (i.e., there is no need to check if it was required after the task because the task would not occur if it wasn't required).

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Replies

replied on December 5, 2019

HI Robin

You could use an Inclusive Gateway if where a rule would determine if you had 1, 2 or 3 approvers, then use an inclusive to Merge. This way it will wait but only based on the branches that it was split to

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replied on December 5, 2019

Steve,

Thanks for your help, question:

What would the rule look like to check for the number of signatures required?

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replied on December 5, 2019 Show version history

Do you send all three tasks regardless of how many signatures are required?

That will make a big difference because Inclusive Gateways wait for all active branches, meaning if you only had 2 active tasks out of the possible 3, it would only wait for those 2 without any special rules/conditions.

If you send all 3 tasks no matter what, then things would be a bit more complicated.

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replied on December 5, 2019

Hi Jason

What is your logic to determine how many signatures are required? Is it based on a value in  a field or a user selection. In the BP, you would have an inclusive branch to all 3, but the rule would determine which branches to take. If only 2 were required, it would only follow those 2 paths, and then on the merge side, would only be waiting for those branches to be completed

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Gateways.htm?Highlight=inclusive%20gateway  

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replied on December 5, 2019

It varies from process to process, but it is almost always based on a form variable derived from the user selections. An inclusive gateway before the tasks decides which ones paths become active, and an inclusive after the tasks merges the active paths.

I think it would help to see an earlier part of the business process to see how it branches out and assigns the different signature tasks.

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replied on December 5, 2019 Show version history

Here is a larger view:

 

Access Request Main Process2.jpeg
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replied on December 5, 2019

When one is selected it works fine and when all three are selected it works, but when only 2 are selected it sends two emails.

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replied on December 5, 2019 Show version history

Which email is coming twice? Were you also getting duplicate tasks?

What is the purpose of the "not required" branch after the signatures? I would have expected the task not to even occur if signature wasn't required.

I'd suggest taking a closer look at the instance history for one that only required 2 signatures to see what activities occurred and in what order.

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replied on December 5, 2019 Show version history

The Route to IT Security (Final Signature) is getting two emails after the Only Signatures Required Exclusive Gateway, when two signatures are needed.

As for the "Not Required" branches, I thought I needed a No branch to go with the Yes branches and haven't thought through that piece yet. It should really never get there unless the approvers are out of the office and it hangs up while waiting for a signature mode.  Suggestions?

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replied on December 5, 2019 Show version history

Yes, on duplicate tasks as it shows up twice in the inbox. Is that what you mean?  Sorry, I'm slow replying I've looked at this all day and tired

 

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replied on December 5, 2019

What happens immediately following the signatures tasks really depends on your process flow. Do the users need to indicate whether or not a signature is needed, or should they not even get a task if a signature isn't required?

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replied on December 5, 2019

The signatures I have are all required depending on the Application access selection that is chosen on the form. If they choose General AD access that goes to one Application owner for their signature; if they choose the MeF Application it goes to that owner and if they choose the LCM Application it goes to that owner, then once all have been signed it goes to IT Security to grant the access and sign the final approval. Vary rarely will I have all three on the form, but it could happen.

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SELECTED ANSWER
replied on December 5, 2019

Okay so it sounds like you don't need any additional gateways after the tasks. The gateway before the tasks already determines if the task is required and if it is, then it activates that path.

After the tasks, it would just go into the inclusive gateway to merge everything back together. If the task wasn't required at that previous gateway, then it never would have been activated (i.e., there is no need to check if it was required after the task because the task would not occur if it wasn't required).

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replied on December 6, 2019

Okay, so remove all of the gateways asking if they are signed and set the task straight to the Inclusive Gateway?  Do I need conditions on these branches?

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replied on December 6, 2019

I made the changes you suggested and Wow!! I was trying to make it more complicated that it needed to be.  It worked!!!!!

Thank you Jason I really appreciate your help!  This was only my 2nd form to create.  The gateways were confusing me, but I think I have a better understanding now.

Below is how I changed it:

 

I appreciate all of the input received on this question! It always helps to get another perspective on things after staring at it, over and over.  THANKS!!!!

Robin

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replied on December 6, 2019

Yes, in the inclusive gateway you should have a rule for each of the outflows to determine which of the branches are to be followed.

From what I read above you have 3 outflows based on the Application access selection : 

Application access selection=General AD

Application access selection=MeF Application

Application access selection=LCM Application

 

In the example below I used a Checkbox selector on the form to choose Application Access

 

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replied on December 6, 2019

Steve,

I do have those conditions on the first Inclusive Gateway outflows, but none on the second.  The second is where I was encountering the duplicate email issue. It is now working correctly.

Thanks!

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replied on December 6, 2019

That is correct, the merge inclusive gateway requires no rules. It is just listening for the appropriate paths to be completed

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replied on December 6, 2019

Thanks for your help.

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