Workflow resubmit settings

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Posted on by BanuReddy

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Hi all,

We have a workflow for an expense report. They are three levels of approvers. First level RM approval, second-level PM approval, and the third level are AP Team Final Approval.

For example :

ER12345 is the expense report submitted by ABCD employee for project id 123.

Resource manager (RM) first level approver approved it.

Project Manager (PM) second level approver approved it.

AP Team Final approval third level approver rejected it and asked to change the project id from (123 to 456) the expense report.

Now Employee ABCD changed the project to 456 and resubmitted the workflow.

PROBLEM: Now the workflow is redirected directly to the third level approver and not went to the first and second level approver.

Can anyone please help me with this?

Thanks in advance.

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SouravDam 11,730 on at

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Hi BanuReddy,

Appreciate if you kindly share the screen shot of the workflow configuration that you have designed. It will help to understand the process flow at workflow design level in system.

For time being, you can Recall the workflow; update the changes (update the project ID) and then resubmit back for approval. This time, a new workflow instance ID will be created and it will pass through the entire approval process starting from level 1, level 2 and then level 3 which is final level.

But before doing that, please send the screen shot as requested.

Best regards,
Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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Dan Dang 5 on at

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Can you check the condition to run step 1 and 2 ? Sometimes they were set to skip it met certain condition.

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BanuReddy 287 on at

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Hi Sourav,

Thanks for your quick reply. We are currently using the workaround suggested by you.

We used to recall the workflow, update the changes and then will resubmit for approval.

Do you need my workflow diagram screenshot?

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SouravDam 11,730 on at

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Hi BanuReddy,

Yes please send the screen shot as requested. It will be helpful to see the design to understand and provide you a better solution.

Best regards,
Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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BanuReddy 287 on at

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Hi Sourav,

Here is the screenshot for your reference.

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SouravDam 11,730 on at

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Hi BanuReddy,

3 questions.

1) What is the condition you set inside the conditional decision in each level ?

2) What happen if at 3rd level action performed like 'Request change' rather than 'Reject' it ? Can you test that ?

3) What happen if rejection happened at level 2 ? Is that again starting from level 2 or triggering back to the start ? Can you test that ?

Best regards,
Sourav Dam

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BanuReddy 287 on at

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Hi Sourav,

Please find my answers to your questions,

1) What is the condition you set inside the conditional decision at each level?

DEPT Project? Projects.Projectgroup is value DEPT

PM Self-Approval? Projects.Projectmanager is field Expense.reports.Employee

CC-AA Proj -PM apprv only? Projects.special approval contains value CS-AA

Special Project (PC) Approval? Projects. Special approval is not value

PC Submitted? Projects.Project Controller is field Expense reports.Employee

2) What happens if at 3rd level action performed like 'Request change' rather than 'Reject' it? Can you test that?

I do have only Reject option. please find my screenshot

3) What happens if rejection happened at level 2? Is that again starting from level 2 or triggering back to the start? Can you test that?

It starts again from level 2.

Let me know if you need any other information. Thanks for showing interest in my question.

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BanuReddy 287 on at

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Hi Sourav,

Any thoughts?

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daws 5 on at

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Hi BanuReddy,

I realise this is old, did you get a solution?

Cheers

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