Have you ever needed to resend a Group Member Requirement Workflow and not been able to? We recently started using them in conjunction with Signature Documents and came across a few challenges, so I wrote a workflow to solve them. Our Group Requirements are setup as follows
  • Group Requirement
    • SQL - Looks at a Persons Signature Documents to see if they have one for TemplateTypeId
      • We have different templates for different requirements
    • Does Not Meet Requirement Workflow
      • This is the Signature Document Workflow 
    • Auto Initiate is disabled
      • We either send them manually, or use a member added to group workflow trigger 

One of the challenges is that once a requirement workflow is started, it can't be cleared via any UI that I've found, and the workflow can't be deleted because it's tied to a requirement. Since the signature document request is sent via email (in the requirement\signature workflow), and some users have issues finding, reading, opening, and\or completing things in a timely manner(guilty), staff might need to send them an email again reminding them to sign the document. The problem is you can't use the requirements tab on a group to resend the requirement email; you also can't delete the requirement workflow to resend it. There are several ways this can be solved, this workflow is only one of them. This workflow does not send the requirement itself, only clears the database of the current requirement and deletes the workflow associated with it.

What does this workflow do

  • it presents the user with a form that lets them pick a user and a group.
  • Queries the database for any matching group member records.
  • Using the group member record it checks to see if there's a Does Not Meet Requirement Workflow.
  • Shows a final form to verify the data and continue or cancel.
  • If a person continues, it will clear the requirement workflow, which releases the requirement to be resent.
  • Deletes the workflow that was linked to the requirement.
  • Shows a form if no requirements were found.

After running the workflow and removing a requirement you can then proceed to the requirements tab of a group and resend a requirement workflow once you run the recheck requirement 

*The Delete Workflow Action Uses SQL to Delete the Record* if you do not wish to have this happen then either remove or apply a conditional filter that will never run successfully.