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Question

How to make a workflow go one- level upwards when user needs more information?

Workflow Laserfiche Version 9
Updated July 30, 2015
asked on July 28, 2015

Hi all,

Is there a possibility to implement a workflow as follows:

User A sends a document for approval to User B and the shortcut is in the User B folder to either approve or reject. This part is straight-forward with Laserfiche and I am OK on this first part.

Now, User B is requesting for more information on the document whereby he can route the document back to User A. This is the tricky part that I am unable to do. Can somebody please enlighten me if this is feasible or not? Which activity can be used to this?

Thanks

Kind Regards,

Sheila

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Answer

APPROVED ANSWER
replied on July 30, 2015

Hi Sheila,

               If you are trying to send a document back from one user to another, Workflow can easily handle this. You could use a conditional sequence, which will automatically update the document in User A’s folder. You can include a field that requests for more information. If that condition is satisfied, the conditional sequence will delete the shortcut in User B’s folder, notify User A that more information is needed, and update the document in User A’s folder with any changes User B made. Below is an example of this activity, I would add this after the entry has been routed to User B in the workflow:

Please let us know if this works for you, as there are several ways we can do this. If you can send us more information about your specific process, we can find you a solution.

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Replies

replied on July 30, 2015

Try using a repeat and having it test a token after it runs. The token should be defined before the repeat even starts. then when the repeat begins, modify the token to false. after your action is performed by Person B, use a conditional to see if the field indicates to send it back. If it is, then have the token modified to be 'true' and have the Route Entry to Folder activity route the document or shortcut. At the top of the repeat you can have the route entry to folder to Person B so that when the repeat repeats, it send the document to the user again. 

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