Task Results Rule - Custom Voting Rule

Use a custom voting rule when you need more complex logic, such as when two out of three decisions match and there is not a response that is waiting for additional follow-up information.

You can, for example in workflow that starts when a new customer is added to the system, have a sales representative add customer details, have a finance person do credit checks, and have a legal person review the contract. When these criteria are met, the new customer is active.

To start the workflow, a representative completes an online form. Details on the form are verified by the administrator and the workflow continues to the next step. In this next step, you configure a custom voting rule make sure the customer details meet the requirements.

In this scenario, the voting rule waits until at least two recipients complete their tasks and then it sends a confirmation email. This is the desired result and the workflow ends. If one of the recipients requires more information, the voting rule sends the form back to administrator. This continues until all outstanding information and tasks are complete, and then the workflow ends.

Note that you would need to handle what happens when recipients decline a task, or when complete and more information combinations are submitted. This is not shown in this example workflow but the following paths are:

  • Decline is made on the Admin task. Result: Send email to sales rep and end the workflow
  • More Info is made on the Admin task. Result: Send email to sales rep to resubmit the workflow
  • Admin task Completed. Result: Workflow follows completed path on to the Capture on System task
  • Capture on System task is Completed. Result: Send email to sales rep and Administrator, and the customer is activated
  • More Info result selected on Capture on System task. Result: Send email to Administrator, and restart at Admin task

Use the custom voting rule to specify how the rule handles responses from task recipients.

Example of the configured Custom Voting Rule