Proceeding Rules

Introduction

Functions

There are two proceeding rules for workflow forms: All approvers submitted and Any one of the approvers submitted.

Application Scenarios

Preview

Different settings of proceeding rules will result in varying outcomes. For example, when set to All approvers submitted, the workflow remains In Progress until all other approvers, in this case, Nicola and Haley, submit their reviews. However, if the setting is changed to Any one of the approvers submitted, the workflow will be marked as Completed as soon as one approver submits their review.

All Approvers Submitted

Editing

Click and select Edit.

Adding Approver

You can add approvers for the task node in Approver.

More than one approver is needed to complete the setup. You can find more members in Dept..

Setting Proceeding Rule

Then click Advanced and select All approves submitted under Proceed to the Next Node When.

When the setting is done, click Enable to initiate the workflow and click to go back to the app interface.

Demonstration

Click the workflow form you just set up and submit a record.

After submission, you can review the form in My Tasks.

Then go to Processed, and you can see that the workflow is still In Progress. The workflow will only be marked as Completed when all remaining approvers submit their reviews.

Any One of the Approvers Submitted

The initial setup procedures for Any one of the approvers submitted are similar to those for All approvers submitted. You may refer to the earlier section of the document for guidance.

Setting Proceeding Rule

Select Any one of the approvers submitted under Proceed to the Next Node When.

Demonstration

Click the workflow form you just set up and submit a record.

After submission, you can review the form in My Tasks.

Then go to Processed, and you can see that the workflow is Completed while the one set to All approvers submitted is still In Progress.