Question

Repeat Activity

Workflow

Updated February 5, 2015

asked on February 3, 2015

So I realize I've asked something similar to this, but for whatever reason, I cannot wrap my head around it. I've tried setting up a simliar workflow, but I cannot seem to get it to work. Here's what I'm trying to do:

I have a scenario where a business process gets kicked off. The first step is that it goes to a supervisor based upon the $ amount of the Write Off. That supervisor has the ability to Approve the write off, or deny it. If they deny it, they need to be able to send it back to the person before them in the review process. If they send it back, once that person makes the changes, they need to approve it which will send it back to the Supervisor. This can go back and forth numerous times. Once the supervisor approves it, it will then go to Payment Processing, who will then review it. They also need the ability to send it back, not only to the supervisor, but to anyone that reviewed it in the process. I'm trying to use a Repeat activity, but I can't get it to work. It seems that I need the ability to have an infinite loop in the process until it's "approved". Below is a brach of my workflow (if I can get it to work here, I should be able to replicate it in all the other Branches as the conditions are the same. Help!! As you can see below, what I'm trying to do is if the Supervisor disapproves, it then goes to a User he selects for further review. That user should make changes and Approve it and it should go back to the supervisor. The issue I'm having is if I set my Repeat to happen when Approve Tag is set, it goes into the Repeat Activity when the Supervisor approves it on the first try. It should only go into the Repeat if it's Approved AFTER the Supervisor would have denied it initially.

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replied on February 5, 2015

Hi Daryl,

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replied on February 3, 2015

If I understand correctly, the issue is that two users both need to set it as approved, but are using the same tag and the tag should only mean "Repeat" when the order is -> Disapprove, Approve.

One thing you could do is create a placeholder token to take the place of the first disapproval. Create a token called "Collections Supervisor Disapproval" outside of the loop. Then in the first item of the loop modify it to false. In the disapprove branch modify it to "True". Finally, set your repeat so that it repeats when Tag: Approve is set and Token: Collections Supervisor Disapproval = True.

Other options include adding specific tags and fields, but this approach wouldn't change what your users were doing (assigning approve/disapprove tags)

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replied on February 3, 2015

I did this process with fields rather than tags, but I don't see that it should be that much different. I set it up much like what you have. I don't know what your starting rules are, but I used "changed" start rule. When I made the change it hit the left branch for approval and went through to the end bypassing the right branch which was my denial branch. If I selected denied, then it went through the right branch and moved it to the denied folder.

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