Question

Is Form Rerouting Based Off of Rejection Possible in Forms?

Laserfiche Forms

Updated January 16, 2020

asked on January 15, 2020

We are setting up a form where if the form is rejected a certain number of times that it should be routed to a higher level supervisor. Is there a way to accommodate this in Forms, or should we bring in Workflow?

For example, if an employee has a case and the supervisor disagrees and asks them to adjust the case to what the supervisor stated, but the employee still maintains that they do not agree with the supervisor's decision, the case should then be routed to a higher level supervisor.

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replied on January 16, 2020

I am doing something similar and it does involve workflow. The above works for one cycle or it relys on the user to pick an escalation.

Basically I am doing the above but if it gets sent back to the employee you end up calling a workflow. Have a hidden field on the form that holds a counter variable. Every time it gets sent back, have workflow retrieve the number, increment it by 1, and pass it back to the form.

The gateway after the Employee task checks that counter. If it is = 4 (say if it has gone back 4 times and that is your limit) then head to supervisor instead.

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replied on January 15, 2020

Sure, you can build that into the process. Below is an example where the employee first submits a case to their supervisor. The supervisor can approve it or send it back to the employee. If the employee agrees with the supervisor, they can update the form and send it back to them. If the employee disagrees with their supervisor, they instead can send the form to the higher level supervisor. You just need to provide buttons on the user tasks to give each person the option of where to send it next.

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replied on January 16, 2020

Thank you both! Right now we have it set up as Jared suggested, but we may look into adding the workflow part after testing. We are just getting started with Laserfiche forms and workflow, so we have our work cut out for us!

A coworker and I are heading to Empower this year! Do you know of any links that would be helpful with the workflow aspect until then?

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Is Form Rerouting Based Off of Rejection Possible in Forms?

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