Question

Workflow repeat issue

Workflow Version 9

Updated September 15, 2014

asked on September 10, 2014

I have a workflow built for monthly reoccuring invoices. Everything works great until I want it to break the repeat workflow. The way I am not sure if I actually have it set up correctly or not. Basically how we want it to work is that when it gets to the "Invoiced" folder they need to set the status to reoccurring invoice or returned. If it gets set to returned it should leave the repeat workflow. That is not happening.The only time it moves is if we start the repeat workflow over by setting the status back to reoccurring invoice. Below is a screenshot of the workflow that is built.

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Replies

replied on September 10, 2014

What are the conditions on your repeat loop?

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replied on September 10, 2014

Status = Reoccurring Invoice

Path=Invoiced

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replied on September 10, 2014

To be more clear the last step in the repeat is to send the document to the Invoiced folder. Then the first step outsided the repeat is to wait for change module that is waiting for the Status "Returned" in the Invoiced folder. That would then send it out of the repeat, or if the status were to be changed back to Reoccurring Invoice it would start the sequence again.

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replied on September 10, 2014

The conditions are checked after all activities in the loop are executed. The current iteration will wait for Returned and the route the entry to "returned" before checking whether the conditions are satisfied again.

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replied on September 10, 2014

Correct. That is what we want.... It is not doing that. If you change the Status to returned it does not route.

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replied on September 10, 2014

What do you see in the Conditions tab in the instance details?

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View 2 previous replies

replied on September 10, 2014

im sorry i dont see a conditions tab?

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replied on September 10, 2014

sorry i mean instance details? are you talking about in the client? or in workflow designer?

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replied on September 10, 2014

In the Workflow Designer, search for an instance of this workflow (by entry ID is probably easier since you know which document you're testing it with). Double-click the row in the search results to open the instance details. You'll see multiple tabs, the one labeled Workflow will tell you which activity is currently executing and the Conditions one will show you how the activities evaluated their conditions.

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replied on September 10, 2014

i changed the wait for change "return" to only look for the status of "returned" and took out the path=Invoiced and it is working..... not really sure why that would make a difference.

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replied on September 10, 2014

It's hard to be sure without looking at the conditions, but it sounds to me like it is working as designed. If the Route Entry to Returned activity is moving the document out of the Invoiced folder, then the condition would no longer be satisfied, so the Repeat activity wouldn't run again. If you wrap the Route Entry to Returned, in a conditional sequence so it only runs when the status is set to Returned, your Repeat should work as expected.

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replied on September 15, 2014

Hi Casey,

If your question has been answered, please let us know by clicking the "This answered my question" button on the appropriate response.

If you still need assistance with this matter, just update this thread. Thanks!

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Workflow repeat issue

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