Approval process Requiring Sequential Input

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I have seen a few responses on the relevant subject but I am still in need of a more over arching solution.  In my case, I have a process whereby someone creates a request, someone reviews it, then someone authorises and then some approves or rejects it.  I just used various dynamic form rules to achieve this so that the status can only allow certain values depending on the role of current user. Alerts do the rest. But this form rule business is fickle as you have to do make two attempts to get the right status.  Highly unsatisfactory result.  I was wondering if there was some other way to achieve this.   I have attached an example of rules I am using.    Will appreciate some help. 

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Arshad Khwaja

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Posted 3 years ago

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Jack, Champion

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For workflow i generally use a combination of check boxes, date, user, formula url fields and a text field which i use for status.

I hope your using approve/reject check boxes already, if you are great, if not then you probably want to. I normally setup buttons (formula url fields displayed as buttons) and use api calls to check the boxes and copy the date and user info to static fields (you can use a log field/s if you prefer).

Then its a case of building a nested if statement in a formula text field to update the status automatically based on your approvers clicks on the buttons. If you need further details on how to achieve it let me know.