Merge Form Data and Form Archive for multi-instance action

[wing_hou]

The workflow consists of 3 steps:-
Step 1: 1 action, doing Section A
Step 2: 10 or more actions, doing Section B
Step 3: 1 action, doing Section C

I found out that COPYDATA and MERGEFORM is use to combine multiple Form Data/Form Archive with different section into one but it do not solve my problem.

My problem:
In Step 2, there may be 15 actions for 15 users to do the approval at a same time for the own Section B.
After all users do the approval in Step 2, the action will pass to Step 3.
In Step 3, the user should be able to see all the approvals(Section B) done by 15 different users in the Form Archive.

Is there any methods to solve the problem above?

[lyelle]

Hello,

Since Step_2 seems to be multiple parallel actions, I would suggest following the example configuration of the following article:

Tutorial: How to create a workflow with parallel actions that can be launched at the same time

For general information on the COPYDATA and MERGEFORM workflow applications, see COPYDATA usage and MERGEFORM usage FAQs. This tutorial applies to WorkflowGen 6.1.4 and later. Create the MERGE_FORM action Create an IT Clearance Application process. In the process data page, define the following data. This will create one data for each parallel action data parameter saved to a data (OUT) that is shared across actions. FORM_DATA_VALIDATES_ACCOUNTING FORM_DATA_VALIDATES_HR FORM_DAT…

At the step 2, each users should have their own action, with their own section in the form to fill in.

Then on step 3, all section could be shown to the user.

Regards,
Lynn