Workflow multiple notifications at the same point

[Asmita7]

Hello friends,

I am creating a custom workflow for issuing an asset to end user through catalog item.

When the catalog item is submitted the workflow triggers and the request is assigned to "Inventory" group.

A Task is created for this group. Once the task is completed then a new task is created for "Installation" team. Once this task is completed a new task is created for "Dispatch" group. Inventory group can complete the task or assign it to next group ie. "installation". Similarly "Installation" group can assign the task to "Dispatch" group.

My requirement is :

I)  Group order is :      Inventory  ==>  Installation  ==> Dispatch

Higher group should be able to assign the task to lower group.

How to create this functionality that one group can assign Task to another group ?

  II) Trigger Email Notifications to respective user group whenever a task is created or assigned to next group in the workflow or when request is Approved or Rejected.

1. When the task is created, an email should be sent to the group

2. When the task is assigned to next group, the email should be sent to next group

3. When the task is rejected, the email should be sent to the group

How to achieve this since it is like different notifications at the same point ?

Please help on this.

Your time and efforts will be appreciated.

Thank you,

[Danish Bhairag2]

Hi @Asmita7 ,

Assigning task to different groups that is something OOTB functionality u don't need to to anything. A person from 1 group can assign task to other group once the work is completed from their end.

Coming to the notifications 1st n 2nd are Out of the box like whenever any new task is created and assigned to a group a notification is sent to the group. Similarly for assignment group changes it does the same. So u don't need to code seperately as Task table will be involved n those things are already configured.

I think for the 3rd one u might need to create a new notification. Not able to to recollect but I think there is no notification being sent when rejected.

Thanks,

Danish

[Anil Lande]

Hi,

Higher group should be able to assign the task to lower group.

In this case you need to use reference qualifier and get the next group based on current user membership.

If user is member of "Inventory" then return query to get only remaining groups.

For email notifications you need to create different email notifications for Created, Assignment Group changes, Approved and Rejected for your task.

If you are using OOB sys_approval process then you may find OOB notifications for the same.