[bok-callout]For information about the design and implementation of the Approval Process workflow go to: Voting Sub-Process Design and Implementation[/bok-callout]

Description

[bok-callout]Definition

The Voting Sub-Process is an out-of-the-box sub-process that can be called by other workflows when a vote between or more users is needed. It is used within other out-of-the-box workflows such as:

• Approval Process
• Simple Approval
• Issue Management

It can also be used in new custom workflows. The result is a simple true or false that is provided to the parent workflow.

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Which roles are involved?

To make the Voting Sub-Process reusable, it does not have specific role assignment. A list of users is provided to the sub-process. Each user will get a vote regardless of their role. They are referred to as Voters.

Who can start the workflow?

This sub-process will be automatically called within the parent workflow.

What status transformations happen in this workflow?

No status transformations happen within this sub-process

Walk Through

Diagram

User Voting

Each voting user is prompted with a new task to vote.

Starting the task will prompt the following form for the Voters to post their comments:

[bok-callout]Timer

If a Voter does not start the task and vote within five business days (B5D; by default), the process will move on to a result without the vote. This ensures that the voting process will take no longer than five days. The amount of time can be configured in the Configuration Variables.

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Publish Result

After the process is completed, an email notification of the result is sent to each Voter.

Configuration

Description

Applies To

This Workflow Definition applies at the Asset level and for no specific asset types

Configuration Variables

The Configuration Variables can be edited directly from the settings page.

Start Label

The start label is configured in the upper right corner of the page.This is the label that is shown to the users when they are allowed to start the workflow. The name can be changed by pressing the Edit button and filling in a new label.

Start Events

There are currently no start events for this Workflow Definition. This workflow is a sub-process and needs to be called within another workflow.

Roles

There are currently no roles assigned. They do not need to be assigned for this sub-process.

Other

There are currently no users assigned in this section either. They do not need to be assigned for this sub-process.