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Question

Question

Form with multiple approver has been rejected by one or all of the approvers

Forms
Updated August 21, 2014
asked on August 18, 2014

Hi,

 

We are using Forms 9.1 and designing a Process Modeler that has multiple approvers.   I want to design it in a way where if Approver 1 rejects the form, it goes back to the Initiator for corrections.  The initiator shall then route the same form, with corrections back, to Approver 1 for final action and  and the same process for Approver 2, etc..      I'm having difficulty building this Process Modeler.  Does anyone have an idea how to approach this issue?

 

Thank you in advance.

 

Tony

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Answer

APPROVED ANSWER
replied on August 18, 2014 • Show version history

I recommend adding an additional field in the form that the Approver groups checks which will identify the specific Approver's username:

By selecting the default value to be the variable "{/_currentuser}", it will automatically populate it with who the Approver is (and you can make it read only so they cannot alter the value). By doing this, you will then have a variable available to assign the specific task participant in the Process Modeler:

 

 

Hope that helps!

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replied on August 19, 2014

Hi Cathy,

 

Thank you for the reply.  We already have approver fields defined on the forms.  What I am having issue on is when I routed the form back to the initiator to make the corrections, how do I clear all the entries that the other approvers have entered.  When the initiator opens the form for correction he/she sees is a complete form up to the last approver.  What I was thinking is to have the form display only section at a time just as if it is on the initial stage of approval.  

 

Tony

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replied on August 19, 2014

To hide Approver only fields from Initiators, you can create two different forms, one specifically for Initiators to fill out/refine and one that the Approver checks. You can specify which form users are reviewing in the User Task properties.

 

This way means that the Initiator will not see fields that the Approvers have filled in but the Approver will be able to see what the Initiator has submitted (you will need to map the correct variables). The Approver only field values will still be retained for the Approver to see when they need to check the form again.

 

If you want to clear fields completely, then this can be done by using JavaScript.

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replied on August 21, 2014

Hi Cathy,

 

Great, this will work for my issue.  Thank you for your the assistance.

 

Tony

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