Two level approval

Hi,

Please provide a bit more detail if you're hoping to find help here.  Specifics regarding your current setup (interface(s) and/or process model(s)), and please be exactly clear as to A) exactly what steps you want the user(s) to experience, versus B) exactly what they are ACTUALLY seeing currently (and how EXACTLY that doesn't match your expectations).

Currently in your last sentence I can't tell, for instance, whether the "it starts from Team A again" is the desired experience you're trying to implement or the current behavior (as if to say it's a bug).

EXPECTED

1. We have one approval form related action , when we click on approval form action , it must show "form 1"  and teamA  only can approve /reject it.

2.If teamA has approved the "form 1" then it must go to teamB for approval for teamB "form 2" it should , upon approval of teamB for form2  process ends and related action should not be displayed.

3. If teamA rejects it then process must end it should not go to teamB and related action should not be displayed. 

4.If teamA approves then teamB rejects then process end and related action should not be displayed.

ACTUAL /Happening 

1. We have one approval form related action , when we click on approval form action , it must show "form 1" is displayed.

2.If I'm on same page it shows form2 ,if I refresh or open same request again instead of showing form2 it again start the process from "form1" again.

3.After both approvals from 2 teams and also if rejected ,the related action is still shown on site.


Can you please help me with this.

You will need to configure your process model correctly to handle the two separate approval tasks.  It would be easiest to set them up as separate tasks in the process model (and I would avoid using a process with a Start Form for this, as it only increases confusion).  You haven't shared any detail about your current process model's configuration yet, so for now I can't make any more specific advice than that.

If you're using the same interface for Team A and Team B tasks (which would be fine), you'll need to pass in a parameter from the process to inform the interface which version of the task it's on.  Aside from that, I don't see anything obviously wrong.

This should be a pretty straightforward configuration.  It shouldn't be too difficult for your design team to troubleshoot this using a bit of trial and error, running some test instances in your development environment, etc.

I'm using different interface for 2 user input task 

but the issue is once teamA approves it , it should show teamB form .If we click on related action again , it is showing again teamA form

ZAINAB said:

If we click on related action again

Team B would need to access it from their Task List.  They should not click on the Related Action.

can we 2 separate process models then for each approval then and 2 related actions for the same?

Why can't Team B just open it from their Task List?  The way your process is configured, they will already have the task.  You can just have them open that.

you mean this ?

Nope, I just mean this in general.

Usually you would just assign that task to a Group consisting of the "Team B" members (and NOT using the "multiple task instances per assignee" option) - ALL of the members of the team will see the task in their TASK LIST, and ONE of them would open it and click "Accept", and then complete it.

Hello Fursat,
My guess here is that you do not have an XOR which will evaluate the current approval status of your case/request. You might need a XOR prior your form A which will evaluate a status parameter that you pass through your related Action.  Once your XOR should be deciding which form to display based on the current status. 

My questions,
1. If you are using the same process for both the teams then how are you handling the security. What do you mean by comeback and open. are you part of both the teams?
2. Why build the same process for both actions when you can minimize the nodes and create two different tasks for the related actions and show based on your status and group.
3. If you want to use the same process, How is team B accessing their form? Because the process that you are using will only open the form 1 if the users are clicking on the related action. If they are using it from Task list then you should not be facing this problem.

If you want to keep the process same and want the users of Team B to take action you need to provide them a task list where they can see the form 2. In the assignments tab configure your team B.