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Question

How to create a shortcut in different folder locations based on multi-valued staff list names

asked on August 10, 2015

Hi all,

I have a view in SQL with the columns (WF No., staff name).

In my workflow, I have used the activity 'Assign field values' and assign the WF no. to the Workflow metadata field. The staff list is populated depending on the WF no and displays the staff name in a drop-down list..

I need to have the possibility to select two persons in parallel from the staff list. I am thinking of adding multi-value staff name from the SQL view. But my problem, is with the 'route to folder' activity name?

 For e.g : If I select user A and user B from the staff drop-down list, i want to route the document to both user A and user B workings folder. How to create a shortcut in two different folder locations based on the selection of multi-valued staff list names?

 

Can you please help me on how tackle the route to folder issue?

 

Thanks

Kind Regards,

Sheila

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Replies

replied on August 10, 2015

If you want to be able to route to a variable number of people, then you could put your "Route Entry to Folder" activity in a "For Each Value" loop, and have the loop run for each person in the staff list field, and then use that entry as the user to route the shortcut to. 

 

In this scenario however if you were using wait conditions in the Route to Folder you'd need to separate them out so both people will actually be able to review the documents in parallel.

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replied on August 11, 2015

You can use this method if you can configure the emails so that all information specific to a user can be filled with tokens. 

In my screenshot I used a "Route Entry to User" activity, because as long as you have the user name it will provide a lot of other information (such as tokens) for that user. 

The wait for entry change conditions will depend on the specific organization and metadata that you create to deal with the possibility of two reviewers. One such possibility would be a multi-valued field that checks that everyone specified in the first field has entered their name. Another would be they delete their names from the first field once they've reviewed it, and the workflow continues once that field is empty. 

Hope that helps!

Workflow 8.png
Workflow 8.png (9.91 KB)
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replied on August 10, 2015

Hi Kevin,

Yes, I will be using wait conditions in the Route to Folder. Do you mean I have to create two Route to Folder for two users? 

But, I have to configure separate emails for these 2 users as well. Will the For Each Value activity stands in that case?

Can I please have a screenshot of how to do it?

 

Thanks

Kind Regards,

 

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replied on August 11, 2015

I put an SDK script in my workflows for complicated if conditions like this. I actually have a very similar workflow and the script just calls Shortcut.Create for every user on a specific list once the conditions have been met for the workflow to run. For instance, when the metadata of a document changes, that will sometimes trigger my workflow, which then looks to the location of the triggering file, looks at a specific set of fields related to that file and then ultimately creates a shortcut under an individual user's personal folder.

It's pretty simple since Workflow and RA take care of your session for you.

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replied on September 6, 2015

Hi Kevin,

Can you please explain me what do you mean by this :Another would be they delete their names from the first field once they've reviewed it, and the workflow continues once that field is empty. 

Do you mean I should create text fields?

 

Thanks to help me out.

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replied on September 7, 2015

I have used the 'For Each Value' activity coupled with the 'All Values' as the drop-down list for staff is multi-valued. 

When the routing is being done, shortcuts are created only in the working folder of the first staff selected.

Infact, three shortcuts have been created in the first-value selected from the drop-down list (i.e CFO)

Can you please advise how to make the shortcuts be created based on the respective values from the drop-down list?

 

Please help..

Thanks

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replied on September 8, 2015

Sheila, 

In response to your first question, by create another field and have them remove their names, I meant to create a metadata multi-valued field called "To Review" or something similar, indicating that those people have to review the document. When they finish their review, they delete their name from the field. Once the field is empty, then everyone has reviewed it and should continue through the process.

The destination of the shortcut is determined by the Route to Folder value in the Destination tab of the Route Entry to Folder activity. Make sure that this path uses the current value of your For Each Value, and not just the whole multi-valued token. 

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