Forum Discussion

AnyaIT's avatar
AnyaIT
Qrew Member
2 years ago

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...
BlakeHarrison's avatar
BlakeHarrison
Qrew Captain
2 years ago

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:

  1. What's the structure of your app look like?
  2. Are you trying to do everything on one record or do you have child records for the various approval steps?
  3. 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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  • AnyaIT's avatar
    AnyaIT
    Qrew Member
    2 years ago

    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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