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Forwarding a Work Item

Former Member
0 Kudos

HI Experts,

I need to forward a workitem from one approver to the alternate approver while retaining the same workitem with the Initial approver, in the middle of a loop. How can I achieve the same as I am not able to get the Workitem ID at the runtime to forward the same.

Please advise.

Regards,

Raju

Accepted Solutions (0)

Answers (2)

Answers (2)

Eddie_Morris
Product and Topic Expert
Product and Topic Expert
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Hi Raju,

Forwarding does not work in this way. You cannot retain the work item. You need to send the work item to all the users involved in the first place or use a Latest End deadline with a modeled outcome to send the work item to another user. However the initial work item will be removed from the first user. Maybe if you explain why you need this there may be an alternative.

Regards,

Eddie

Former Member
0 Kudos

Hi,

My requirement is:- My Workflow will have multiple levels of approvals and the workitem will only be a dummy workitem as the same is handled from the Portal. Based on an Action from the Enterprise Portal, a terminating event is raised and then workflow proceeds to the next level. I have used the Same task(Asynchronous) in a loop to send the Work Item in all the levels in the loop based on the Level.

Now, when it is at a particular stage(only for that stage), when the Approver does not approve the workitem for some specified time(say 3 days), automatically the work item must be forwarded to the alternate approver whlie retaining the same with the Initial approver. This is required because, after three days work item should be available with both the approvers after 3 days and whoever approves it the workflow should continue to the next loop.

If I use deadline monitoring concept, then that would trigger for every 3 days, but I need the workitem to be forwarded only once after three days and from there normal flow is required.

Hope I am clear in my requirement.

Kindly advise.

Regards,

Raju

Eddie_Morris
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Raju,

If you use a modeled deadline on the step and use Latest End with 3 days then a new branch is created. Ise a Process control step to cancel the original work item and then introduce a fork with 2 branches. Insert your original step in each branch so 2 work items are created, one for each user. They both have th ability to execute the work item. You could change the work items text to indicate it is overdue.

Would this work?

Regards,

Eddie

former_member186746
Active Contributor
0 Kudos

Hi,

I think you're describing the need for substitution.

this can be maintained from the inbox of the user Settings>Workflow settings>maintain substitution.

Kind regards, Rob Dielemans