Question about workflow and notifications

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This topic contains 6 replies, has 0 voices, and was last updated by  pmeidinger 7 years, 1 month ago.

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  • #831

    pmeidinger
    Participant

    I have a workflow that’s basically this:

    1. Person A completes the form and submits; notification is sent to Person B

    2. Person B opens the form from the email, selects Approve or Reject and submits

    – If rejected, notification is sent to Person A

    – If approved, notification is sent to Person C

    3. Person C opens the form from the email, and does final approve or rejects

    I noticed that after Person B has selected Approve and submitted, Person B can go back to their notification email, click the form instance link again, and see that the form is at Step 3. Person B can now do the approve or reject in Step 3.

    How do I prevent someone from opening the form from the link in their notification email AFTER they’ve already opened the form and submitted it?

    #5864

    pmeidinger
    Participant

    Ah, roles. Something I should look into.

    #5865

    pmeidinger
    Participant

    OK, so now I’m using roles in the workflow to enable or hide objects based on the role/stage. Here’s my problem:

    1. Teacher completes form and submits. (Stage 1/Unspecified role. Not sure why it says Unspecified)

    2. Registrar opens form from email notification, selects Reject, then submits. (Stage 2/Registrar role)

    3. Teacher opens form from email notification, but the form comes up empty as though all the pages were hidden (Stage 3/Teacher role)

    I’ve double checked my states and the first page is never hidden based on any role or stage. Any chance someone could look at the form and see what I’m missing? I can email the .pf file if someone would be so kind to check it out.

    #5866

    Manage the state of your pages and objects by workflow stage and role as described in our help guide: http://www.perfectforms.com/Documentation/manual/html/?fa_setting_a_series_of_states_on_.htm.

    In stage 3, make the approve/reject group read-only for everyone or simply the role of Person B.

    Workflow software, Process software, Procedure software

    #5868

    pmeidinger
    Participant

    Thanks for the reply, Dennis. Here’s what the states look like for the page where the Teacher enters the information:

    http://i.imgur.com/h67R6.png

    The Teacher should always be able to see this page, but when the Registrar rejects it and the workflow goes to Stage 3, the page seems to be hidden.

    Here’s what the workflow looks like:

    http://i.imgur.com/eg0jC.png

    #5869

    Change the state from Default to Normal. Default will take on the last state of the object.

    Workflow software, Process software, Procedure software

    #5870

    pmeidinger
    Participant

    That was it. Thank you, Dennis!

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