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Question

Roll Back / ReOpen Completed Tasks

  • September 7, 2021
  • 0 replies
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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
;)

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Chris Freda
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  • September 8, 2021
Chris,

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.


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Don Larson
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