Ok Here is the situation:
This is the flow of work.
A document gets put into a document library. That’s when the workflow should start by sending an email to person 1. Person 1 signs the document (By using a third party signature product), SAVES it, whereby a second emaiil is sent out alerting person 2 there is a document waiting for them to reviewand or sign. Person 2 signs it an email gets sent to person 3, etc…..All the while this document is sitting in the document library being changed by being signed and saved. My problem is, once it is saved by every person, how do I let the workflow know to send it to the nexxt person? Do I use versioning? How do I kick this off? Does anyone have any ideas?
Thanks in Advance..
Pat
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That’s correct. Â I’m just saying it is something to keep in mind. Â You don’t want the condition that fires off the workflow to be something as broad as the list being edited. Â You want to pick a specific column that meets a condition to fire off the workflow. Â I’ve even had hidden columns fire off workflows. Â You just have to think it through and decide what condition you want to initiate the workflow.
To use a valid IF statement you will need to have something to compare it too in the document properties to know if it was a valid “outcome” or not. Â For example…
If Approver1 looks at a document, makes a change, saves it but doesn’t approve it will fire. Â The best way to handle that would be to have Approver1 click on something inside of SharePoint instead of just ApproveIt that tell’s SharePoint to advance. Â This can be as simple as a checkbox that says “Advance.” Â And then the workflow will pause until this is checked and then it can uncheck the value until Approver2 decides an “outcome”.
I’m also using the “run in parallel block”. I think this might be coming together. I will post a screen shot….
Doesnt the “else” give it an either or type of condition? I sort of want two situtations to avoid what Drew was talking about upthread. What if the person who opens the document isnt ready to sign or review? But the document is open and if they close it, it will fire off the next email to the next person in line. This is where I am looking for an “and” statement, so I can satisfy two conditions..
You can definitely put “If” statements together. Â Don’t forget you can also combine it with the “Else” command.
