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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Original Message:
Sent: 03-03-2023 14:51
From: Blake Harrison
Subject: Multi step Approval Workflow
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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Original Message:
Sent: 03-03-2023 09:41
From: Anya IT
Subject: 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 Officer submits a pre-approval request. The request is then routed to the following specified employees.
- Project/Line Manager (if specified, if not then 1st approver would be #2)
- Head of Unit
- Travel Desk Officer
- Finance Officer
- Final Approver
At any step:
- The approver's response (Approve, Deny or Reject) should be recorded along with the date and time.
- the approver should be able to leave notes via a comment box.
- the approver should be able to reject the request to a previous step.
- Approvers should be able to record their responses by clicking a button in the notification email.
I believe I build it out using a combination of ideas (buttons, pipelines, etc) found in various posts but I am hoping there is an integration, addon or extension out there that can simplify this build.
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Anya IT
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