Upon task completed, create task for [person]

Question

I have my workflow setup right now so that when a new document is created in a document library, the workflow assigns a to-do item for a given user/group. When this to-do item(task) is completed, I want another to-do item to sent to a different user/group.

How do I accomplish when first task is completed, a new task is created for another group.

EX:
1. User creates a new document (it must be approved by the regional manager).
2. Workflow creates to-do item for the regional manager in task list on SP site.
3. The regional manager completes (approves) the task.

[--------this is where I can't figure out how maket his work--------]

4. Workflow creates to-do item for credit department.
5. The credit department completes the task.

etc.

Answer 1

Are you using SPD or Visual Studio?

Answer 2

Sorry, SPD.

Answer 3

Hi,

 

For your scenario, I think you can use Collect Data from a User action instead of Assign a To-do Item action, this is because that Collect Data from a User action can return the unique ID of the task item that stores the user's answers, so that the workflow can later look up this information by using the ID.

 

Please try to follow the steps in this article (http://office.microsoft.com/en-us/sharepointdesigner/HA102098081033.aspx#5 )to custom your SPD workflow, in the step 2, you use the workflow variables to make decisions to create a new task for another person.

 

Hope it can help you.

 

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Xue-Mei Chang

Answer 4

Thank you for your input. I found another article that goes through it using unique IDs for each task as well as using the "collect data" action. It works well now. Thanks.