Workflow best practice if I'm in a status and I have to set the approval of several references

Marcela Junyent

Workflow best practice if I'm in a status and I have to set the approval of several references

Joe Pitt

I've done something similar when different groups need to approve. It requires a bit of work on the workflow, but simple stuff.  I use project roles for user permissions.

Create a select list for each area with N/A, Yes, No options

Create a transition from the status where you want them to approve for each group with the condition of only users in 'that' project role can execute it and the related select list must be empty. Each group will only see their transition and it isn't set. Have the transition go back to the initial status.

As each group completes the select list the transitions will disappear. 

Now you need to decide how to proceed if there is a No selected by any group. I usually open a transition to a status of something like Rework Needed, or More Information Needed. and then go through the approving status again. If all options are Yes of N/A I make a transition to the next status available.