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workflow

Posted: Wed Oct 23, 2019 12:50 pm
by ekirschner
Hi Roberto,
Please, where I can find step by step process for workflow validation approve document another person?
I bought book, but workflow exercise in book is without assign peoples into process.

My idea is:
1) user1 upload document
2) user2 receive notification
3) user2 approve document
4) document change status to approved (or tag, metadata, cabinet...)

Thank you for any how to idea.

Re: workflow

Posted: Wed Jun 03, 2020 9:16 pm
by alexmog
Hi ekirschner,
Everyone,

Please excuse if my question sounds like a noob request.
I was trying to get instructions in how to invoke a transition with adding a tag. Ex, I have 2 tags: approved and rejected. I also have 2 transitions - approve and reject. In the transition triggers for each of the transitions I selected Tag attached to document switch.

Is my understanding correct that I also need to configure condition for the transition to be triggered so that it happens only if the correct tag label is returned? If yes, then which condition do I need to choose?

Thanks a lot!
Alex

Re: workflow

Posted: Wed Jun 10, 2020 12:45 pm
by kozmi
Hello !
I can assist you if you like to build and use a similar approach to the attached one.
Regards
Kozmi

Re: workflow

Posted: Sat Jun 13, 2020 2:34 am
by alexmog
Hi Kozmi,
Absolutely, this would be fantastic!

What do I need to do to facilitate this?
Alex

Re: workflow

Posted: Tue Jun 16, 2020 9:08 am
by lukk
Hello,
I'm also interested in creating a workflow like that.
How did you make an approve/reject action? Is there some kind of popup or a link sent in e-mail?
And is there a possibility to pick the supervisor user from a list?

Regards