Workflow not working

Ranapratap Bhopale asked on December 11, 2018 12:33

I have 3 roles i.e. 1.Document owner 2.Document Manager 3.Document Approver. I want to set workflow such that - Document Owner would edit document and submit to Document manager, Document Manager will review document and forward/submit to Document approver , Document approver then publish or reject.

How to achieve this? kindly help!!!

please provide code name and condition for each role.

Recent Answers


David te Kloese answered on December 11, 2018 15:02

I'd just add different step for each of those actions. And assign each step to one role.

You don't quite need conditions as it's just approving it for the next one.

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Rui Wang answered on December 11, 2018 20:11

You can use basic workflow, by adding two steps between Edit and Publish, so it will end up something like this.

  • Edit
  • Document Manager approval
  • Document Approve approval
  • Published
  • Archived

Then follow this documentation to setup who can approve those two approval steps.

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