Question

next task if the same person is assigned to it

Forms

Updated June 12, 2016

asked on June 9, 2016

Hi,

I facing some challenge in form approval.

Scenarios: Claim Approval

User 1 --> User 2 --> User 3 --> Manager

User 1 will send a claim request which will go thru 2 user before it reached the final approver.

The normal flow is working perfectly. All user will be able to make a claim. So logically, if user 1 make a claim, it should route to user 2 directly for approval. But i'm facing problem, as it still route to user 1 for approval.

The screenshot below, is the setting i did for user task for user 1

Really appreciate if anyone can assist me regarding to this.

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replied on June 10, 2016

Hi Jason. For the second approval that is meant to go to user 2, make sure that the user assigned is not User 1:

If you are using Teams, it will need to be configured correctly using filters and roles so that the task is not also being assigned to User 1 (if it is part of that team). More information about Teams in Forms can be found here.

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replied on June 12, 2016

Hi Cathy,

thank you for your reply. I think i should rephrase my question.

Normal User - Submitter for Claim

User 1 - 1st Level Approval

User 2 - 2nd Level Approval

User 3 - 3rd Level Approval

Manager - Last Level Approval

If Normal User Submit a Claim, it will flow in the following manner

Normal User --> User 1 --> User 2 --> User 3 --> Manager ( I don't faced any issue here)

The following scenario is the one i facing challenges

If User 2 Submit a Claim, this is what I want to achieve

User 2 --> User 3 --> Manager ( User 2 does not require to get approval from User 1 and itself. The submission should flow to User 3 directly)

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replied on June 12, 2016

Hi Jason, you can add a exclusive gateway after step of first submission to only route to user 1 when the first submission is not submitted by user 2.

The path condition can be something like "/dataset/_initiator!="user2""

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next task if the same person is assigned to it

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