What is the Workflow Withdrawing?
Workflow withdrawal refers to the ability to pull a workflow back to the My Tasks for reprocessing after an approver has submitted or approved it, provided that the next node approver has not yet taken any action.
When the administrator enables Allow the initiator to withdraw a processed workflow, the initiator can also withdraw workflows that have already been approved.
If a member finds some mistakes in a workflow after submitting it, the member can cancel and re-edit the workflow before re-submitting it.
What Does It Look Like?
Withdraw workflows at the start node:
Withdraw workflows at the task node:
How to Set the Withdraw Feature?
Step 1 Entering the Setting Page
Take the Vehicle Application form as an example, and click Edit to edit the workflow.
Step 2 Configuring the Setting
Go to Workflow > Workflow Properties to set Workflow Withdrawal Rules.
Workflow Withdrawal Rules
There are three workflow withdrawal rules:
Withdrawal not allowed
Only the start node allowed
All nodes allowed
The following are the detailed rules:
1. Withdrawal not allowed
Withdrawal not allowed means that the initiator and all approvers cannot withdraw workflows.
2. Only the start node allowed
Only the start node allowed means that only the initiator can withdraw workflows to the start node.
a. Where to withdraw
The workflow initiator can click an application in Initiated and click Withdraw to withdraw the workflow to My Tasks.
b. When to withdraw
The workflow must be in progress. Completed workflows cannot be withdrawn.
By default, only workflows that have not been processed by approvers (e.g., submitted, returned, or completed) can be withdrawn.
If the administrator enables Allow the initiator to withdraw a processed workflow, the initiator can also withdraw workflows that have already been processed.
3. All nodes allowed
All nodes allowed means that the initiator and all approvers can withdraw workflows.
a. Where to withdraw
The workflow initiator can click an application in Initiated and click Withdraw to withdraw the workflow to My Tasks.
Approvers can click an application in Processed and click Withdraw to withdraw the workflow to My Tasks.
b. When to withdraw
The workflow must be in progress. Completed workflows cannot be withdrawn.
When approvers submit, submit and print, and countersign workflows
When no child workflow and plugin nodes are triggered at the current node
After an initiator initiates a workflow, the workflow can be withdrawn to My Tasks if no approver handles the workflow (including Stash, Submit, and Return). Note that node actions do not cover CCing, reminding, expediting, printing, and so on. Therefore, these actions will not affect the withdrawal.
Special case: If the administrator enables Allow the initiator to withdraw a processed workflow, the initiator can still withdraw the workflow even if it has already been processed by the next node approver.
Note:
If there are task nodes or CC nodes in the sub-nodes of the current node that have multiple parent nodes, it is not possible to withdraw the workflow after submission even if the node is not activated.
For example, in the following figure, Subnode 2 of Node 1 has multiple parent nodes (the start node and Node 1). Therefore, even if Subnode 2 is not activated during the flow (from Node 1 to Subnode 3), it is not possible to withdraw the submission.
Step 3 Allowing the Initiator to Withdraw A Processed Workflow
When the withdrawal rules are set to Only the start node allowed or All nodes allowed, you can enable Allow the initiator to withdraw a processed workflow.
Once enabled, the initiator can enter a withdrawal reason (which will be recorded in the workflow activity log) and withdraw a workflow that has already been approved back to the initiation node. The workflow can then be edited and re-submitted for circulation.
Demonstration
Click the workflow form we set and submit a workflow.
In Initiated, click the submitted workflow and then Withdraw to cancel the workflow.
The canceled workflow will return to My Tasks. Then you can re-edit the workflow before submitting it.
More to Know
1. If you set Workflow Reminder:
Neither the initiator nor the approver will be notified when a workflow is canceled.
The approver will be notified to handle the workflow in My Tasks after the initiator resubmits the workflow.
2. A workflow can be withdrawn only after the initial submission and before the next node has been processed. Once a node has been withdrawn or sent back and then resubmitted, it cannot be withdrawn again.
3. If a node has multiple approvers and its routing rule is set to All approvers submit, only the last submitter can withdraw the workflow.
I have finished reading. 🏆
👉I can't wait to WITHDRAW WORKFLOWS.
👉I need more HELP in Discord Forum.