How to connect two group tasks within a workflow template?

Nishantsaini5109
Nishantsaini5109
in User Experience

Business units will update their e.g. Target sales and once all BU in a country update the target then it should be proceeded to Country for its approval. Country should have option either to Approve or Send it back to Business unit. If send it back to Business unit, he/she needs to change the target and send it back to Country for approval. Once Country approves the target for their respective Business units, it will send to region for approval. Regions also should have option to Send it back to country or approve it.

I have tried to implement the above use by using Anaplan workflow. I am able to meet the expected result for Business units and Country approval by creating a Group Task in which assignee will be Business units and Approver will be country. By hiding the reject button, 2 options can be provided to Country Send Back and Approve.

Now once Country Approved it and will proceed to region. Region should have option Send Back and Approved but I am not able to find any option to do it. If I am going for Decision Task, then there we don’t have option for send back. How it can be built?

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Answers

  • katty8671
    katty8671
    edited September 28

    Hello,

    To implement a workflow in Anaplan where the Region can also have the "Send Back" and "Approve" options, you can structure it using custom processes and additional line items to handle the interactions. Since Anaplan's native workflow features are somewhat limited when it comes to custom "Send Back" and "Approve" functionalities, you might need to implement a combination of model-building techniques:

    Solution Design Overview: SecureSpend card
    Use of Additional Line Items for Status and Comments:

    Create line items to track the status (e.g., Business Unit Status, Country Status, and Region Status) and comments (e.g., Country Comment, Region Comment).
    Set up different statuses like Pending, Approved, Sent Back, etc.
    Create Approval Actions:

    Use actions (buttons) to update the status and comments based on the user interaction.
    Implement two buttons at each stage (e.g., Approve and Send Back).
    Conditional Workflow Logic:

    Create logic using Boolean and conditional line items to drive visibility of these actions.
    Use dynamic cell access (DCA) or module-based access to control which users (Business Unit, Country, or Region) can see or modify the relevant data.

    Best Regards

    katty8671

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