Multiple Approval points

Darryl St. Pierre
Contributor
August 25, 2023

I have a workflow scenario that "needs" different approvals at different points in the process. For instance:

  • Manager approval at submission
  • Requester approval of final output criteria before work commences
  • Requester approval of completed request
  • Service Desk management's approval (sign-off) of completed work

I guess this is similar to a Statement of Work becoming a signed contract for lack of a better comparison.

As I see it, I will have to create (in this example) 3 additional Approval Statuses and related transitions, e.g. - Approval2, Approval3, Approval4.

Is there a better or more accepted way to accomplish this?

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Mikael Sandberg
Community Leader
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August 25, 2023

Correct, you would need multiple approval statuses, and then either have a custom field for the approvers for each status or you would have to clear the approvers field after each status. I have a workflow in our HR project that have 6 approval statuses for promotion/transfers, two of these statuses can be bypassed depending on what is changing.

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