Expand all | Collapse all

Roll Back / ReOpen Completed Tasks

  • 1.  Roll Back / ReOpen Completed Tasks

    Posted 11 days ago
    Good afternoon -
    I have a scenario where an approval task can be rejected, which would roll the workflow back to the design task [Revisions Needed]. Any suggestions on the best way to do this?

    "If task 220 = Rejected, set task 200 = Revisions Needed, set task 210 = Not Started"

    Thanks in advance for any guidance

    Chris Freda

  • 2.  RE: Roll Back / ReOpen Completed Tasks

    Posted 10 days ago

    What does the architecture of your application look like?

    Assuming that you are tracking every Task Status Change

    Assume that your Task Status table has values that look like this

    1 New
    2 Not Started
    3 Submitted for Approval
    4 Rejected
    5 Revisions Needed
    6 Approved

    I would add a Pipeline that fires when a Record is added to the Task Status Change table where

    Related Task Status =4

    The Pipeline then adds a record to that table

    Related Task =  RID from the Task from prior add
    Related Task Status = 5
    Note = "Rejected by ... Status set to Revisions Needed"    or whatever makes sense for your person that has to work on it for the revision.

    Don Larson