Workflow Question

asked on March 27 • Show version history

Hello -

I have a forms process that I invoke workflow to evaluate if there are still HR tasks to be completed. I have it working however I want to add a piece that double checks that if the action button "completed" is checked it verifies the conditions in the table are still true..

Example - complete is pressed however they didnt' check the box that a task was completed / dates met.

Not sure where in the workflow it would be best to handle this? any help would be great.

I have attached screen shots of what my form looks like, the process, my current workflow that works and then the variables I am retrieveing from the form.

Thanks

current workflow setup.jpg (24.64 KB)

| Download

process variables.jpg (10.92 KB)

| Download

forms process.jpg (11.13 KB)

| Download

tasks complete.jpg (27.45 KB)

| Download

0 0

replied on March 27

Can you make the fields in your form required? Then they can't submit it without a value which would remove the need to have workflow verify if those values are blank.

0 0

View 2 previous replies

replied on March 27

With how the rest of the form flows sometimes HR needs to add extra tasks and sometimes not. Also the dates could vary from 1 week to 3 weeks. What I have workflow doing is sending a reminder the day the task is due to the employee, and have them mark it as complete (what the user currently is doing but on paper).

So I can't really make it required for the user. hope that makes sense.
My only gottcha would be the " hit PAF completed" and it isn't, so that is where I want to add another check so it eliminates an accidental completion.

Hopefully that makes sense.

0 0

replied on March 27

If PAF Completed pressed - Verify all "Completed" boxes are checked.

before finalizing the forms process.

0 0

replied on March 27

I think I understand a little better now. You could achieve these two ways depending on what all you want to do.

1. You can use a conditional branch route based on which Action button is used. Add a For Each Row activity to look at the table in your form with the tasks. Add another condition to route if the complete button is empty. If it's empty, you can send an email based on that, if the row is not empty then it can go down a condition where nothing happens.

2. You could store the results in a SQL table and update the task status there and setup emails on a schedule in WF to go out based on the status of the table.

The SQL option will require more setup as you would need to store the data first in the table and then update upon each submission, but it might allow for more customization on how you want to trigger the notifications as well as provide additional ways to compare the data. The first option is an easier setup and will verify the field rows.

1 0

replied on March 27

Angela -
Thank you for the options!

0 0

replied on March 27

Anytime. If you want to go the SQL route and have any questions on setting that up, just let me know.

0 0

Question

Question

Replies

Sign in to reply to this post.