Need help to enable Requester with edit/cancel option when the RITM is rejected by the approvers in the workflow

[Aravind Prasann]

Hi All, I am creating a workflow for the new catalog item that I am developing and when the RITM is submitted , it goes for three stages of approval . The idea is When any one of the approvals is being rejected, the requester should be getting an option to either edit or cancel. So that based on the rejection comments, the requester can correct the details on the request again when selecting edit and when the requester selects cancel, the RITM can be set to cancelled and a new request can be created at a later time. Require help on this please. Thanks

[johnfeist]

Hi Aravind,

The simplest thing is to add a hidden flag (true/false) so that when an approval is rejected you can have a catalog client script or ui policy make things visible.  You should also consider something like a Resubmit functionality so that people can make several changes before once again asking for approval. The resubmit can be a UI Action or a simple checkbox.  If you take the checkbox approach, you can also add a checkbox for Cancel.  With the two check boxes, you can have your workflow do a wait for cancel to be true or resubmit to be true.  When one of those conditions is met just branch appropriately. 

You might want to consider putting a wait for after each approval reject.  That can save you having to deal with the logic around if it's a resubmit, resubmit to whom.

Hope that helps.

:{)

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[Bhavana Reddy]

@Aravind Prasanna Murali @johnfeist ,

We have the similar requirement asked by our client, how do you let the user Resubmit the catalog item, whenever the request is made it always creates a new REQ and RITM but how will you update the existing REQ and RITM instead of generating the new ones when Resubmitting the catalog item

Please give your valuable suggestions

[johnfeist]

Hi Bhavana,

The scenario that Aravind described is that an approval is rejected.  That gets captured in the workflow.  There is nothing that requires when an approval is rejected that the item/request is closed.  Within the context of a workflow, when the wait for condition I described as resubmit is met, it simply branches back to the workflow step that creates the appropriate approval request.

Hope that helps.

:{)

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[Aravind Prasann]

Hi John, thanks for you inputs.  I am still kind of finding it complex to implement as I have not done this prior. Would it be all right if you could provide me some snapshots or code that I could make use for this purpose please ? Thanks