Contract Approval Workflow

[Raj90]

Hi,

  The below one is Contract Form:

   

 The below one is Workflow for Contract Approvals.

      

• When Contract is Submitted(By default status is draft after submitting the contract status changes to Under Review) then Approver got the notifications for Approvals.
•  If approver approved the contract. (status changes to Approved) - It's working fine
• If the approver rejects the contracts then Contract Owner receives the notification(Status changes to Draft) - Here currently Contract Owner receive 2 notifications(Approval and Rejected notifications) but we want only rejected notification.

Again User does some changes on the form and submits the contract then Approver receives the Approval notification like above process same.

Thanks

Raj

[amlanpal]

Hi Raj,

Please modify the workflow referring the below image. You need to take below actions:

1. Delete the path Set Value (Status is Rejected) TO Set Value (Submit contract action).

2. Connect Set Value (Status is Rejected) TO End.

Hope this helps. Please mark the answer Correct/Helpful based on the impact.

Regards,

Amlan

[Raj90]

+

It's working fine. But when the contract is rejected then the workflow ends(status is Draft).

But my scenario is Again rejected contracts comes to approvals

   Means, when we reject the contract then the status changes to  Draft.

   Again contactor comes to some modifications and he submits the same contract then status changes to Under review.

If Approver approved - Fine(Status is Approved)

If Reject the contract (Status is Draft)

Thanks

[amlanpal]

Hi Raj,

Then the before workflow configuration was correct for your requirement.

I guess you are bothered about 2 notifications which is getting triggered at the same time. One is Rejection notification which is triggering from Create Event (Contract Rejected) and another one from Create Event (Contract Approval). If your requirement is to make sure the approval email doesn't get triggered second time, you better remove the Create Event (Contract Approval) from the Workflow and trigger the same notification event via defining a Business Rule in the Contract table. You must define the Business rule accordingly. If you need how to trigger notification event from Business Rule script, you may refer this LINK.

Hope this helps. Please mark the answer Correct/Helpful based on the impact.

Regards,

Amlan