Add a Loop task type

Modified on Tue, 02 Apr 2024 at 12:57 PM

In Procify, loop tasks allow you to go back to a previous step of the process, a specified amount of times. This allows for the cyclical execution of a predefined set of tasks within a workflow, returning to a previous step based on specific conditions.

To add a loop task, you first need to select the ‘Action’ and then the 'Automatic' task type, and head to Content, where you need to select ‘Loop’. Once you have selected it, press the ‘Create’ button.

Within the modal that appears, you can specify to which task the workflow will loop back and determine the number of times you want the loop to be repeated.

Loops inside Decisions

Incorporating a loop task inside a Decision branch is a very effective method for advancing workflows only when specific conditions are met.

Let's explore the scenario of graphic design approval. The designer submits the design links, and then the manager is tasked with either approving them or requesting changes.

In this example, a decision is necessary for the system to check whether the manager approves the design or requests changes. If the design is approved, the workflow progresses to the next tasks.

However, if changes are requested, the workflow doesn't move forward; instead, by using a loop task, we can make the workflow go back to the task where the designer has to provide new designs incorporating the manager's feedback. This approach ensures that the process only advances when the manager is satisfied with the designs.

Tip:  If the specified number of loops is completed, the flow proceeds to the subsequent tasks. Any tasks that are meant to occur only when certain conditions are met (e.g., in our previous scenario, the flow should continue to the subsequent tasks only if the manager approves the design) should be added inside the correct decision branch. Any tasks placed outside the decision branch will be executed as normal.

All in all, loops introduce a level of dynamic and adaptive behavior to workflows, leading to higher levels of efficiency and effectiveness in more complex business processes.

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