Hello,
We are in process of configuring DA WF to trigger workflow based approval for Sales Order object type or for any object types from LN. We have explored standard ION DA models offering and OCM based trigger for Sales Order object types.
As we are in the process exploring advance options and ION desk drill back capabilities, we are stuck and not sure on what is suggested and best practice to be followed for our requirement. I have gone through multiple threads, I got many useful info, but I could not find a solution for our requirement which is as below.
We will need to create approver user list (dynamically not a fixed list) segregated by Activities/Level based on certain matching criteria defined in the LN through a custom approval matrix table. These approver details will be passed in Process.Worklow.BOD as structure to the Root Table.
Process.Workflow.BOD will look like this
Sales Order : SXXXXXXXX
Item Grp : AAAAAA
Amount : 100
Active Workflow:
Act.No 10 Approver 1
Act.No 10 Approver 2
Act No 20 Approver 3
Act No 20 Approver 4
Number of activities will vary based on amount, and approver list will vary based on different customers and it's not fixed.
Option 1:
I am able to create user list using Set Parameter modeling WF element and by retrieving all values from structures, but I am not sure how to segregate this approver list based on same activity number. I would need something like below so that I can link this approver group in approval matrix feature of Task Chain. By this grouping, the task gets assigned to that particular approval group.
Required Grouping :
Grp 1: USERS (approver 1; approver 2) for activity 10
Grp 2: USERS (approver 3; approver 4) for activity 20
Is this possible to segregate the approver grouping based on activity number and if so how can I do the filtering while retrieving values from structures. I see All, first, last and parameter as an option in SET Parameter element. Kindly suggest
Option 2:
We can trigger for each level, like 1st level, after processing 1st Level re-trigger WF for 2nd Level and so until all the levels are processed. Not sure if this is an efficient way. Since we could not find a solution using Option 1, we are trying option 2 which also seems a dynamic option, but the question here is how we can update the status of first level approver and re-trigger the WF since I believe OCM will check for previous header status to be different.
I believe someone would have faced such a scenario and I am looking for help/guidance on how I can achieve my requirement.
Not sure if I have expressed my requirement properly, please let me know for any additional details required.
