Step 4: Team A approves and sends the document to the next state
- Step 1: Open designer to create workflow
- Step 2: Add the review stages
- Step 3: Assign task to Team A to review the document
- Step 4: Team A approves and sends the document to the next state
- Step 5: Team A rejects document and sends email to initiator
- Step 6: Assign a task to Team B to review document
- Step 7: Team B rejects and sends document to Team A
- Step 8: Team B gives final approval and sends email to initiator
- Step 9: Configure start options
- Step 10: Publish and test the workflow
Next, let's configure the Approved branch of the Assign a task action that we add to the Team A state.
1 |
Add Set next state action |
- Click the Logic and Flow category in the action toolbox, select the Set next state action and drag it to the Approved branch of the Assign a task action in Team A.
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Do one of the following to open the Action configuration window.
- Double-click the action.
- Click on the action and then click Configure.
2 |
Set the next state to Team B |
- In the Action configuration window, open the Set next state drop-down and select Team B from the list.
- Click Save.
The workflow will move to Team B when the Team A reviewer approves the task.
For more information about the Set next state action and how it's used, see Set next state.
Follow along This is what your workflow looks like at this point in the solution: |
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Step 5: Team A rejects document and sends email to initiator