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)?
------------------------------
Blake Harrison
bharrison@datablender.io
/
------------------------------