Workflow design notes - revision loop
You can add a revision loop anywhere in a workflow. The loop allows users to modify data -- for example, if mistakes have been made or the form has been rejected -- without resubmitting a new form.
When designing the revision process, consider using a loop to help minimize the number of steps in the workflow by allowing the loop to reuse the original step.
Be sure to include approvers and contributors in the loop that might need to correct and/or approve data that has been resubmitted in the form.
Adding a loop block to a workflow
Click the Loop Block icon to insert a loop in the main process.
Once a Loop Block is added, Designer automatically creates another tab/sheet in which to build the steps for your revision loop.
Setting the condition for the loop
Once a loop is inserted, you will need set the conditions for it to end.
The condition must be written so that:
Note: You can also have multiple conditions to make the statement true by using an OR operator. The OR operator is designated by || (see example below). In this example the MDG Approval must be approved OR the Cancel is true.
Also note that if you use multiple conditions (when using an OR condition), you might need to set up two workflow paths one for each condition.
One route is set for a canceled form (cancel = true) and one route is set for an approved form (i.e. not canceled form -- cancel = false).
It is usually recommended to add a cancelation option to the form in case it needs to be truly canceled and not re-routed for corrections or approvals. This is optional, but it helps ensure you don’t get stuck in a loop that requires an approval to complete the form. For example, you can easily add a checkbox to a form that provides the option to cancel the request. See Form Design Notes for more information.