I am now making a Form that can be Approve or Reject by approver.
My Forms, Views, SmartObjects works well.
I want to add a withdraw function in Workflow.
Things i want to do : If requester withdraw the form, workflow should be terminated. (It means that the worklist of the current item should be disappear from the approver's worklist.)
I don't want to requester having the worklist item because it is no sense if they don't withdraw the form.
Any ideas for the workflow?
I think you can withdraw the worklist item using the release task in the worklist.
The Release option allows a manager to release an Open worklist item from the current user's worklist so that it becomes Available to other destination users setup by the Destination Rule. Only Work Items with Open status can be released.
Hope this will be helpful for you
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When creating a Purchase Order (PO) from a Sales Order (SO) in NetSuite, desire to only populate the PO->ItemList with Items from SO which are set to a specific Item->Location even when they share Preferred Vendor.
How can we achieve this? Thinking perhaps a Workflow can check the ItemList when the Create PO link is clicked on an Item.
Our solution ended up being to identify the items which were not to be added to the PO. Then we set the quantity to 0 and added a User Error message upon saving if they were still on the PO. This could be achieved via some scripting, though this was sufficient for our needs with this workflow process.
Let me explain the scenario. I want to start a workflow instance which will create a request approval process. There are different levels and each level has approvers and specific time is assigned for each level. An approver should approve within the given time to complete process or he/she may be alert again to approve once the assigned time of the level is over.
A user may request something by starting a approval process this would intiate a workflow which will create a workflow instance for the specific request. when the process starts it will inform the respective approvers in first level to approve the request made by a user. if a approver failed to approve within the given level time the approver will be alerted to approve the request and it should pause the workflow and wait for it. if he managed to approve the request the process should moved to the next level and continue with the same process until the number of levels are over.
Can i do this using windows workflow foundation. I read and understood that invoking a workflow, bookmarks can be used for this. i need to how can i manged the background timer for each level and alert the users. im stucked at that point please help me.
if there is a better solution please feel free to talk :).
Yes you can achieve this by using a Pick activity which has a timer (delay) activity and your custom approval activity inside. Pick activity will choose only one PickBranch to complete when ever either of the contained activity is completed. That said if the timer activity is triggered, the custom approval activity will be cancelled then. And you can choose to do what ever you what to do afterward such as sending emails to notify the involved approvers that the task was expired. WF has a lot of potential but it seems this technology has been left in the corner by its vendor for a while...
My problem is items that complete the workflow and get auto published still show a State of 'Approved'. Right now my users cannot edit items that are in this final state. Is there a way to make Sitecore clear the State field after auto publish or do I need to give every user permission for the 'Approved' workflow state?
Give permission to the "Approved" workflow state.
Without knowing the specifics of your workflow configuration, I am going to guess that the users need to click "Edit" to unlock the item and reset its workflow state. This button can be found on the Home and Review tabs in the content editor.
I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a workflow but It does not allow me to select multiple accounts at once to notify the user, of which ones need the update. I also have mobile access with CRM.
You're on the right track. You could use a combination of workflows to accomplish this. I don't know what exactly it is they need to update but you could create a bit flag called new_isrecordupdated and then create workflows that wait until the fields needing to be updated are changed. When they are you can set that flag to true. Then have another workflow sleep for X days and verify that the field is false, if so send out an email to the user.
If you need them to complete tasks, then the workflow will need to sit on the tasks if they're regarding an account. On a status change of completed, update the flag to false.
Again, I'm not sure what you're looking for them to update so I can't say with 100% certainty that this is what you need.
Depending on how many accounts you are talking about, you may want a scheduled console application to find all of the outstanding accounts that still require attention. It could then create a single email for each sales person each day with links to each of the accounts that still required attention.
You could also have a single daily report letting you know which accounts had been updated and which were still needed updating.
These could be done with a scheduled application or an SSRS Report.
In addition it would be helpful to add a view for your sales reps that showed them the complete list of accounts that they needed to update. You would also want a similar view sorted by the assigned owner.
This way you have notification, but not abusive notification if a lot of these are happening and you have a way for both you and your salesmen see anything outstanding with a simple glance at a view.
You would probably need to have a boolean to set an account as needing an update, and then you could use a plug-in to reset that flag whenever the owner updated it along with setting a last updated date. This would give you the fields to flag an account as needing to be updated and the date would allow you to see which accounts had been updated by their owners.
I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.