Dynamic Workflow Design

Tarta
Tarta
in Modeling

Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time.

This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals.

Below is my 2 step prototype to test this out:

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The module feeding the Decision tasks:

Rows: CapEx Project list (parent: Profit Center)

Columns: Roles list, line items (user formatted as user list & approval as boolean)

image.png

The Approver selection in the Workflow Template:

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I plan to have one Decision Task/step per role to approve in the process (ie Site Manager above). Project is synced to workflow to allow the CapEx Project requester to submit one project at a time.

I'm not having any issues and I believe I so far have this working as expected. Does anyone have any feedback or better practices I could use to make this cleaner?

Thanks in advance for any responses!

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Answers

  • fczerniawski
    fczerniawski

    Hi,
    Thanks for sharing your process! I think that your solution should work well and is a good starting point. You are using decision tasks and you are tracking progress in a module. Possible next step is to apply DCA using that workflow module. People won't be able to change request during the approval process.

    Another thing to consider is change from decision task to a group task as it would give you ability to "send back", but that functionality is between submitter and approver so I am not sure if it would fit your business needs.

    Kind regards,
    Filip

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