Process Field (3-Step Workflow)

Process Field (3-Step Workflow)

Extending on the 2-Step Workflow by adding a 3rd step to the workflow. Demonstrating that multiple steps can be added to cater to various business processes.

Including formulas controlling field visibility and read-only conditions depending on what step a user is in or the result of a chosen step. Ensuring data integrity, as a form is moved between multiple users, is maintained in the workflow.

Scenarios

  • 2-Step Process
    A user (1) completes a form and sends it as a task for another user (2) to review (accept/reject).
    If the user (2) rejects, the task is returned to the user (1) who submitted it for review. 
    If the user (2) accepts, the workflow is complete, and a final form submission is uploaded.
  • 3-Step Process
    A user (1) completes a form and sends it as a task for another user (2) to review (accept/reject).
    If the user (2) rejects, the task is returned to the user (1) who submitted it for review. 
    If the user (2) accepts, the form is sent as a task to another user (3) to review (accept/reject).
    If the user (3) rejects, the task is returned to the user (2) who submitted it for review. 
    If the user (3) accepts, the workflow is complete, and a final form submission is uploaded.

How to Example

3-Step Process

High-Level Flow

(Click image to enlarge)

Detailed Flow

The example form, in the images below, can be installed into your account from our Examples Catalog > How Tos > 3-Step Process.

User 1 (Step 0)

User 2 – Reviewer 1 (Step 2)

User 1 (Step 1)

User 2 – Reviewer 1 (Step 2)

User 3 – Reviewer 2 (Step 3)

Picking up from User 2 submitting the form in step 2 for approval in step 3, the user in step 3 can either Accept or Reject the task, as shown in the screenshot below.

The process will end after the user, on step 3, chooses “Accept” and uploads the form. Choosing “Reject” in Step 3 will send the process back to the user in Step 2.

And, if you’re wondering what your Tasks & Dispatch area would look like on the web portal, here’s a glimpse. 


For testing purposes the same active user (Assigned To) can submit and review form captured data, however, for real cases the reviewer is generally another active user.

A breakdown of the Process Field’s properties can be found in the 2-Step workflow article.


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