Multi step Approval Workflow
I've read many posts regarding approval but I am yet to find an easy enough solution that will work for me.
I am building a pre-travel request platform and the approval process is this:
A Travel...
Forum Discussion
Setting up an Approval Process that utilizes a complex approval pathway can be difficult, but is a pretty common use case. Before I can make any suggestions, a few questions:
- What's the structure of your app look like?
- Are you trying to do everything on one record or do you have child records for the various approval steps?
- Are these approval steps required to be done in order or can they be concurrent (based on your notes, I'm assuming in order)?
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Blake Harrison
bharrison@datablender.io
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Hi Blake,
Thanks for responding.
It's a simple structure each Pre Travel Request has many Approval records.
Right now I am attempting to do child records for various approval steps but still not sure if this is the right approach.
Yes, the approval steps are required to be done in order.
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Anya IT
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