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Question

Expression Builder help with Link to next step

  • December 22, 2024
  • 3 replies
  • 35 views

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I’m trying to figure out how to have a custom Link to next step process (Expression builder?) to take the user back to a specific document that has a pending task assigned to it. 

 

Here’s my current high level process:

I have a Master Document that gets generated with a task to do something.  In order for the user to complete the task there need to be supplemental documents submitted.  I have a totally different “intake workflow” built to kick off a User Task to review incoming documents. This Workflow finds the Master document and relates the supplemental documents upon arrival.  I’d like for that separate workflow to redirect the the User to the Master Document task screen.  

 

Current outcome. (not what I want)

After completing the separate workflow review task the user is just directed back to the Task screen.

 

Question:

My question is how can I redirect the User to the Master Document Task screen after completing their review task (separate workflow).  I’m guessing I have to use the Expression builder or something else.  If the Expression builder what kind of expression would I write and what document data would I need.  Or, what other solutions are there.

 

Thank you in advance.

3 replies

Alexandre.Augusto
Docusign Employee
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Hello, ​@BobJones 

 

Perhaps you could use a hyperlink to the document or capture the documentID in some part of your WF then use it with some step proper for opening up a document again.

 

Best,

Alexandre


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  • Author
  • Newcomer
  • 4 replies
  • December 24, 2024

Thanks for that. Do you know the C# code to use for the Link to Next step expression builder?  I’m unsure what kind of code is needed to tell the system to go to that Hyperlink or document URL.  Thanks


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Hi Bob. 

You have an interesting use case where you’re trying to “connect” two workflow instances. Note that when a user who has access to a CLM document’s related task simply opens that document (document preview - say when accessing it from the document repository) will be able to “start task” from the document’s side panel options. Similar to what Alexandre in this thread suggested, providing a URL, possibly from the custom task instructions, attributes, or maybe better a custom email sent from your initial WF might be the best. 

Your thought around using a custom expression within the “Link to Next Step” option won’t work as that is simply a check to attempt to direct the user to the next WF task within the same WF instance. 

 

Hope this helps a little.