So far we learnt how to create a sequential workflow as a list or as a site workflow. We also learnt how to add a custom initiation and task form to the workflow. In this recipe, we will create a state machine workflow that defines a project approval process.
Here are the steps that this workflow will follow through:
Workflow starts automatically on uploading the document to the document library.
A task is created to the manager for the approval.
The manager can either approve, reject, or request more information. In case of rejection, the workflow ends.
On approval from the manager, a task is created to the customer. The customer can either approve, reject or request more information from either the manager or the originator. On rejection or approval from the customer, the workflow ends.
On request for more information from originator will always flow through the manager, as the manager has to approve any changes.
This is a fairly complicated workflow that utilizes...