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Question

Question

User Task with Four Decisions?

asked on March 23, 2020

What if you want an approver to make one of FOUR decisions?  There are only three buttons.

  1. Send back to submitter for changes or corrections
  2. Cancel/Deny
  3. Approve
  4. Send to a Second Approver (For Example, if invoice is over $10,000)

 

How would you build that form?  I built in a radio button for "Is a second approver required?" where if yes, another field comes up where they can pick the name of the second approver, but then I realized I couldn't add a fourth button for them to use.

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Answer

SELECTED ANSWER
replied on March 24, 2020

For the Approve button, it should not have anything to do with what selection of the radio button is. The Approved outflow is connected to the Exclusive gateway. The radio button is only validated by the Exclusive gateway

The two outpaths in the gateway would be 

/dataset/Is_a_second_approver_required_="Yes"

/dataset/Is_a_second_approver_required_="No"

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Replies

replied on March 24, 2020

Hi Connie

There would be no need to have a button for Second Approver (for over $10,000) as you can just build that into the logic of your process.

The User would Approve at their step, from there you would have an Exclusive gateway where you test to for the value and if greater than $10000, route to a Second Approver.

 

In the case where you would have 4 selections, then I would use a Radio button for there choice, and then just a Submit button, then to an Exclusive gateway for distribution.

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replied on March 24, 2020

Could you give me a clip-shot of how that looks on the process diagram?  I was looking for an example of different gateways yesterday, since I know this can be done, but couldn't find an example.  I'm working from home and don't have access to my binders with all my notes on possible things I might like to build.

Also, I built into my process yesterday a radio button field that says "Is a second approver required?  This is the trigger that would be used, since the indicators are not as simple as a dollar value in our org.  Could you show me how to set that up?  Much appreciated!!

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replied on March 24, 2020

Hi Connie

It could look something like this, I'm using the Review Task with your three action buttons.  

I am using a Field Value on the form called Total in my Exclusive Gateway to route to 2nd Approver if that value is greater than $10,000. If the 2nd Approver Denies I am sending it back to the review stage

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replied on March 24, 2020

Okay, thanks!  I will give this a try.

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replied on March 24, 2020

You could use the Exclusive gateway with a Radio button selection instead if you so choose. 

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replied on March 24, 2020

Okay, so this is what I now have in the spot where you have your "number..." set up:  Appr/dataset/Is_a_second_approver_required_="Yes"over"

And it Terminated.  What should I change?

 

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replied on March 24, 2020

Is this your Action Buttons in your Task or your Exclusive Gateway?

I would not have the 2nd Approver in my Action Buttons, just Approve.

In your Gateway, it would look like 

/dataset/Is_a_second_approver_required_="Yes"

I don't know why your variable has Appr in front of it

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replied on March 24, 2020

This is in the Exclusive Gateway.  Ya, I think that wording is just a hang-over from when I had removed the Cancel option so I could have a pathway for the Second Approval.  That pathway is for the button that the first approver would hit "approve" on.

Okay, then!  So that's what happened, when I configured for the radio button, it must have popped into the word approver and I didn't notice!  appr at the beginning and over at the end.  I wondered what the "over" was for, but I didn't notice that it started with appr!  Will try another test now.

 

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replied on March 24, 2020

Okay, so in testing, if I approve with the radio button checked on Yes, it goes forward.  If I approve with the radio button checked on No, it Terminates.  Now that I think about it, I realize:  Of course!  I haven't told it what to do if the button ISN'T ON Yes.  

So... how do I tell it that?

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replied on March 24, 2020

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SELECTED ANSWER
replied on March 24, 2020

For the Approve button, it should not have anything to do with what selection of the radio button is. The Approved outflow is connected to the Exclusive gateway. The radio button is only validated by the Exclusive gateway

The two outpaths in the gateway would be 

/dataset/Is_a_second_approver_required_="Yes"

/dataset/Is_a_second_approver_required_="No"

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replied on March 24, 2020

Great!  I didn't know you could put two in there!

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replied on March 24, 2020

You can have multiple outflows from a Exclusive Gateway. As it is Exclusive it will only follow the path that matches your condition (or the first one, if more than 1 matches).

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replied on March 24, 2020

FYI, There are now examples of Gateways in the BPL

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replied on March 24, 2020

Oh.  I did look in the BPL too!  Did it just happen in the last day?  If not, which one was it?  I really did go looking in there.  I thought I'd find it in the AP one.  Maybe I just didn't know what part of it to go looking in.

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replied on March 24, 2020

Success!  Success!  Yeah!!!!  Thanks so much, Steve!

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replied on March 24, 2020

This is the configuration that worked.  What threw me for a bit is I couldn't make the fourth option open up here.  It didn't show up until AFTER I connected the line between the gateway and another AP User Task for 1 approval.  When I went back in I saw the blank 4th option and was able to fill in the instructions.  YEAH!

 

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