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Ability to start a new workflow based on responses in intake form

Kshitij_Dua

Hi Team,

Currently we can connect an existing closed workflow or contract from Repository to an existing workflow. It would be nice if we could have the capability to use conditions in an intake form to kickstart another workflow for a related contract. For ex: if a vendor shares their order form and DPA, a condition could trigger a separate workflow for DPA. We are facing 2 issues here: (i) we are unable to track exact negotiation cycles for any ancillary document that's embedded in a single workflow (hence the other WF) and (ii) our business users are not inclined to start multiple workflows (efficiency play for them).

Would appreciate if anyone can share a hack they have found for this?

Thanks,

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Comments

David_Wieseneck

Love this idea - it seems like a combo of Idea: Paper Source: My Company’s Paper & Counterparty Paper & Link Workflows & Active Related Workflows & Idea: Contract Families & Parent/Child relationships in WFD

See also:

Parent-Child Workflows

MSA/SOW Management

Kshitij_Dua

Thank you for sharing these, @David! Will review.

Best,

Tuffer_Harris

In addition to the ones mentioned above, it also seems like a different approach to solving the problem in Supporting Internal and Counterparty Paper