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wfmike

Re-Authorise using a node

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Hi all, 

Hopefully someone else has tried doing this. 

I'm trying to re-authorise a request after a rejection outcome. 

This is to allow the Agent to select a user with a collaborative license and resend the authorisation email on behalf on the requester. 

I'm trying to achieve this through a Human Task (select the user) then the authorisation node emails that user. See attached 

 

re-auth.PNG

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@wfmike you should be able to do this. 

I am assuming that you have an authorisation first, then if rejected a chance to rework, then another chance at authorisation? 

Depending on what you want to do you could just give the second chance and then a decision node of rejected>close / accepted>resolved.

We have a similar (slightly more complex) process in place here: 

image.thumb.png.f98e1d7dd9816c763b4c987d6be3c3c3.png

You will see that it can be rejected at any authorisation point in the red, blue or green sections and it sends it back to the beginning again for re-authorisation by all approving parties. If you want to have the authoriser selected with a human task then you should change the "Auto Assign Authorisation" node and just use a normal one but change the authorisers section to variable and then use the human task capture as the variable. It will look like this:

image.png.3cf6447d8a899912c3b00a1cc7827ea5.png

&[functions.getTaskAnswers("task-5aed9cec-eca5-479a-d6b4-3c0ae5cd1b21").Second_Authoriser]

 I have set the human task to have capture fields to select the authorisers. It takes its info from a simple list for each set of authorisers.

image.thumb.png.ad3fc7a96bd605cfbd8ee822fe9e34ed.png

 

Or you could use the node you have and remove the human task.

Replace the human task node with a "Suspend>Wait for list of request authorisers" node. This will present a key icon in the action bar of the request which will allow the analyst to select multiple authorisers from the co-workers list. More info on that can be found here: Authorisation Action Item Wiki page.

Authorisers will need to be subscribed to the service and have a collaboration licence to be able to approve no matter what method you choose.

Edit: If you mark the request rejected with a "Set stage checkpoint" node you can unset it with another node the same which marks the checkpoint 'false'

image.png.5177842f11d7a401ab6b213fa91f79fe.png

 

Hope that helps :) 

@Victor can you move this page to the correct forum area please :) 

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