Example 4

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The Loan officer (John) collects the documents required for loans from the Borrowers.
The Loan officer then forwards the loans request to the Loan Processor (Mary).
The Loan Processor (Mary) verifies the documents.
The Loan Processor then notifies the Loan officer about the rejected loans and forwards the approved loans to the Loan Underwriter (Jack).
The Loan Underwriter (Jack) then approves/rejects the loans accordingly.
The Loan Underwriter is notified about the rejected loans.
If the approved loan is between US $50K to $75k then forward the loan to the Supervisor for approval else forward it to the Manager.
The Supervisor approves/rejects loan and notifies the Loan Officer about the same.
The Manager approves/rejects loan and notifies the Loan Officer about the same.

 

Notes:

1.To create a good workflow it is important to document the business process before designing the workflow in the workflow designer.
2.All instructions in the Create Workflows...  and Examples sections of this help file assume that you have five users called Supervisor, Manager, John, Mary and Jack. It is highly recommended that you create these Globodox users. This will make it easier for you follow the instructions below.
 
1.In Globodox, select the Tools tab and click the Workflow Designer button. This will bring up the Workflow Designer window.
2.Click the New button to create a new workflow. The Designer pane and the Properties pane will now be activated.
3.In the Properties pane enter a name for the workflow in Name box. You can also enter additional information about the workflow in the Description box.
4.Enter the number of days in which this workflow should be completed in the Duration (in days) box. If the workflow is not completed in the given time it will be marked as Red in the Workflow monitor.
5.Drag the Approve Documents task from the Task pane and drop it  it on <<Add Tasks here>> in the Designer pane.
6.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Loan Processor's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval.
d)Enter 1 in the Number of approvals box, as we need the Loan Processor approval.
e)Enter ApprovalfromLoanProcessor in the Name box.
f)Enter Approve Documents in the Subject box.
g)Enter Please have a look at the Documents in the Message box.
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
7.Click the Conditions And Loops button and drag the the If-then-else block and drop it below the Approve Documents task.
8.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
9.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
10.Enter a condition for the If block in this window. We will enter ApprovalfromLoanProcessor.approved=Yes.
11.Click the OK button to save this condition.
12.Now, drag the Approve Documents task again from the Task pane and drop it on <<Add Tasks here>> below the Then block.
13.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Loan Underwriter's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval is required.
d)Enter 1in the Number of approvals box, as we need the Loan Underwriter's approval.
e)Enter ApprovalfromLoanUnderwriter in the Name box.
f)Enter Documents Approved by the Loan Processor in the Subject box.
g)Enter Please approve these documents in the Message box.
 
If you want to view Loan Processor's comments, type the following syntax after the message %ApprovalfromLoanProcessor.Details%
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
14.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
15.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Rejected by the Loan Processor.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Loan Processor's comments, type the following syntax after the message %ApprovalfromLoanProcessor.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
16.Drag the the If-then-else block and drop it below the Approve Documents task.
17.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
18.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
19.Enter a condition for the If block in this window. We will enter ApprovalfromLoanUnderwriter.approved=Yes.
20.Click the OK button to save this condition.
21.Drag the Get Numeric Field Value task from the Task pane and drop it on <<Add Tasks here>> below the Then block..
22.The Get Numeric Field Value properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter GetLoanAmount.
b)Specify the field name whose value you want to know, in the Field Name box.
This should be in exactly the format below…
self.Loan Amount
i.e. self.[FieldName]
The word self specifies that the field belongs to a document type.
If this field belonged to a Stack, then replace self with parent.
c)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
23.Drag the Send Message Task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
24.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer2.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Loan Officer
c)You can enter a subject for the notification in the Subject box. We will enter Loan Rejected by Loan Underwriter.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Loan Rejected by the Loan Underwriter.
 
If you want to view Loan Underwriter's comments, type the following syntax after the message %ApprovalfromLoanUnderwriter.Details%
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
25.Drag the If-then-else block and drop it below the Get Numeric Field Value task.
26.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
27.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
28.Enter a condition for the If block in this window. We will enter GetLoanAmount.value<= 75000 AND GetLoanAmount.value> 50000.
29.Click the OK button to save this condition.
30.Now, drag the Approve Documents task again from the Task pane and drop it on <<Add Tasks here>> below the Then block.
31.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Supervisor's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval is required.
d)Enter 1in the Number of approvals box, as we need the Loan Underwriter's approval.
e)Enter ApprovalfromSupervisor in the Name box.
f)Enter Approve Loan in the Subject box.
g)Enter Please approve these documents in the Message box.
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
32.Drag the the If-then-else block and drop it below the Approve Documents task.
33.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
34.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
35.Enter a condition for the If block in this window. We will enter ApprovalfromSupervisor.approved=Yes.
36.Click the OK button to save this condition.
37.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Then block.
38.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer3.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Rejected by the Supervisor.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Supervisor's comments, type the following syntax after the message %ApprovalfromSupervisor.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
39.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
40.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer4.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Rejected by the Supervisor.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Supervisor's comments, type the following syntax after the message %ApprovalfromSupervisor.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
41.Drag the the If-then condition and drop it below the Else block.
42.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
43.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
44.Enter a condition for the If block in this window. We will enter GetLoanAmount.value< 25000 AND GetLoanAmount.value> 0.
45.Click the OK button to save this condition.
46.Now, drag the Approve Documents task again from the Task pane and drop it on <<Add Tasks here>> below the Then block.
47.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the Manager's name in the Approvers box.
b)Enter 1 in the Max Recipients box as there's only 1 approver.
c)Enter 1 in the Min Responses box as only 1 approval is required.
d)Enter 1in the Number of approvals box, as we need the Manager's approval.
e)Enter ApprovalfromManager in the Name box.
f)Enter Approve Loan in the Subject box.
g)Enter Please approve these documents in the Message box.
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
48.Drag the the If-then-else block and drop it below the Else block.
49.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
50.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
51.Enter a condition for the If block in this window. We will enter ApprovalfromManager.Approved=Yes.
52.Click the OK button to save this condition.
53.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Then block.
54.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer5.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Loan Approved by Manager.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Loan Approved.
 
If you want to view Manager's comments, type the following syntax after the message %ApprovalfromManager.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
55.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
56.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter NotifyLoanOfficer6.
b)Select the users that you want to notify by clicking the [...] button next to the Sender List box. We will select the Workflow Initiator user i.e. the Loan Officer.
c)You can enter a subject for the notification in the Subject box. We will enter Rejected by the Manager.
d)You can type in a message to be sent along with the documents in the Message box. We will enter Please review these documents once again.
 
If you want to view Manager's comments, type the following syntax after the message %ApprovalfromManager.Details%.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
57.Click the Save button to save the workflow.
58.Click the Publish button to publish the workflow to all the users.

 


Related Topics

Start a Workflow
Monitor a Workflow

 

 


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