Workflow Returning
Introduction
Functions
Approvers can click Return after it is enabled. This will save data changes made in the current node and revert the workflow back to the previous node.
Application Scenarios
When an approver reviews a workflow and finds that the submitted records are incomplete, incorrect, or do not meet requirements, the workflow needs to be returned and other approvers who manage these records should supplement or remake them.
Preview
Setting Procedure
Enabling the Return Function
In Workflow, select a workflow node and click Node Properties > Advanced > Return. Only the nodes, for which you have set Return, can be returned to the previous node in the workflow.
Setting the Nodes to Return to
Then set Nodes to Return to.
Nodes to Return to | Description |
Previous Node | It refers to the previous workflow node that flows to the current node, not the previous node in Chart. |
Nodes within Specified Range | Task nodes before the current node can be set as nodes to return to and multiple nodes can be selected. When the current node is returned, as long as the preceding nodes are within the specified range and the workflow has flowed through those nodes, the workflow can be redirected back to those nodes for a re-review. |
You can rename the button and click Complete.
Demonstration
When the approver chooses to return a node, their can enter reasons in Approval Comment. The approver of the node returned to can view the approval comments in Updates.
1. PC
The approver of the node return to can view it by clicking My Tasks > Return.
2. Mobile
Notes
1. You cannot enable Return on the start node and end node.
2. Note the difference between node return and node withdrawal.
- Node return refers to returning the workflow from the current node to the previous node.
- Only the workflow initiator can withdraw the workflow that has been submitted but not reviewed to My Tasks for re-editing.
3. The style of displaying nodes that have been processed in the history path after return and the style of nodes that have flowed normally are distinguished as follows:
4. When a workflow has multiple child workflows, any tasks in progress within all child workflows of the node to return to will be automatically cancelled after the workflow is returned.
For example, if the workflow is returned to the Apply for the purchase node in the Finance Group node, the pending tasks in the Marketing Group node that was in progress will be automatically canceled.
