In most of the Box Relay demos, I’ve seen the happy path where a file is moved forward along as everyone agrees with the document. Is there a way to Reject a document and notify the originator and send the document back to an existing folder? I don’t immediately see a way to do this. Is there a standard template that addresses this?
Question
How to use Relay to reverse the flow of a document
Hi
- re-direct the workflow to a previous task outcome step (e.g. Go to outcome 1);
- assign a general task to another individual before redirecting to a previous task outcome step; or
- end the workflow
Please check out Task events and Routing your Workflow when a Task is Rejected to learn more. You can use notification outcomes to apprise originator or stakeholders of key developments in workflow progress -- for example, when a process has ended or a file has been rejected.
You can also visit these helpful articles related to Box Relay:
Feel free to reach out if you have other questions. 💙
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