Skipping steps in a stage based on approval/reject decision
I configured a stage called Approval/Rejection. In that stage, there are 2 steps. Step 1: Approval step, Step 2: Send email
If a manager approves the application then it should proceed to the next step.
If a manager rejects the application then the case should be transferred to rejection stage.
The problem I'm facing is mail is being sent to the applicant even if the application was rejected.
So, can anyone please help me how I can skip the send email step in case of rejection.
Accepted Solution
Pegasystems Inc.
IN
You are currently in Approval rejection stage only right?
The flow which contains decision shape is part of the Approval rejection stage, right? Give a different stage, like Rejection stage (add Rejection stage in alternate stages and test this.)
Pegasystems Inc.
IN
In the flow, after approve/reject shape, add a decision shape. In the decision shape based on approve/reject status move forward. If status is approved, connect the decision shape to end shape or next shape in flow. If status is rejected, add change stage smart shape and configure the change stage shape to go to rejected stage.
You can refer this post, https://collaborate.pega.com/question/how-skip-step-within-stage
Areteans Technology Solutions Pvt Ltd
IN
Thanks for your suggestion. I tried using the decision shape. But, it is not working as expected.
I'm getting error while running the case.
Pegasystems Inc.
IN
From error, its looks like in the change stage shape, you are giving the same stage name. Give a different stage name in the change stage smart shape.
Accepted Solution
Pegasystems Inc.
IN
You are currently in Approval rejection stage only right?
The flow which contains decision shape is part of the Approval rejection stage, right? Give a different stage, like Rejection stage (add Rejection stage in alternate stages and test this.)