2 Replies Latest reply on Jun 12, 2015 7:08 PM by James Santangelo

Approval workflow with changing approval requirements?

Jason Spansel Jun 10, 2015 12:50 PM

Not sure how to word that title.

We are trying to make a simple approval workflow for "other" documents. Such as templates, forms, work instructions, etc. We would like to keep it as one workflow for simplicity.

Now the issue arises that not always the same people need to approve each and every one of these docs. Say a certain form only requires 2 departments to approve. But another may require 5. I know we can set up parallel approval transition where it says only 3 out of 10 required but if a doc DOES require 10, we dont want it going through until all 10 are received, not just the 3.

Any way to do this? Can we set dynamic type approvals?

Re: Approval workflow with changing approval requirements?

Charley Saint Jun 10, 2015 1:01 PM (in response to Jason Spansel)

Hey Jason,

Parallel approvals still allow conditions to be added, so if you can define a condition then this is possible. Essentially create 2 (or multiple) parallel transitions with the same name, start state and destination state and just make the conditions mutually exclusive. Then setup your number of approvers on each transition and Bob's your uncle, the users don't see anything, they get one transition in their menu and when they click it, it sends the file through the right one based on conditions.
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Re: Approval workflow with changing approval requirements?

James Santangelo Jun 12, 2015 7:08 PM (in response to Jason Spansel)

I created a ECN/ECR/DCR workflow that can accommodate multiple signatories. See this thread: transition conditions questions
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