Introduction
In some workflows, a record may need to be returned to a previous node. In addition to using the built-in Return action of a node, you can set Proceeding Conditions to determine whether the workflow should return to a previous node or continue to the next node.
When to Use this Feature?
For example, a workflow may need to be returned because the information submitted at the previous node is incomplete or incorrect:
If the approver selects Disapprove and submits the workflow, the workflow automatically returns to the previous node so that the information can be supplemented or corrected.
If the approver selects Approve, the workflow continues to the next node.
What does it Look Like?
After Disapprove is selected, the workflow record returns to the previous workflow node:
How to Set up?
Step 1 Designing the Form
Go to the Purchase Request Form to enter the design page.
In addition to the fields required for processing the workflow, add a Radio field to the form. Add Approve and Disapprove as its options. This field will be used to configure the workflow’s proceeding conditions, as shown below:
Step 2 Configuring the Workflow
Go to the workflow page and click Add New Version.
Add a node connection from the Financial Approval node to the Internal Affairs Approval node. Set its condition so that the workflow proceeds through this connection when Approval Result equals Disapprove, as shown below:
For the other node connection, set the proceeding condition so that the workflow proceeds through it when Approval Result equals Approve, as shown below:
At the Financial Approval node, grant the approver the Edit permission for the Approval Result field, as shown below:
After completing all the settings, click Enable.
Step 3 Demonstration
Submit a workflow record:
After submission, the workflow proceeds to the Financial Approval node. At this node, select Disapprove, and then submit the workflow, as shown below:
After the record is submitted with Disapprove selected, the workflow returns to the previous node.