Advanced Workflows

When HCL Marketing Operations and Workflow Services are integrated, you can use the Advanced Workflow capabilities in Marketing Operations to create, workflows with rework loops.

Rework loops

A rework loop includes a sequence of tasks that must be redone when an approver selects the Denied option for an approval task. The status for the approval task is set to On Hold and the status for the tasks that are included in the rework loop is set as Pending.

For example, an approval task 2.5 depends on task 2.4. If the approval is denied, tasks 2.4 and 2.3 must be redone. So the approval task name is set as 2.5 Cost Approval (2.4) [2.3].

Note: Rework loops for approvals are optional and can be added as required.

Advanced Workflows for projects

You can edit a workflow before the project starts. For more information about the considerations for editing an Advanced Workflow, see the HCL Marketing Operations Administration Guide.

You cannot start tasks or approvals before the project is started. You cannot update the Status of a task or the % Complete field of a task.

You can edit the status, dates, Milestones, members, and roles for the tasks after the project is started.