How to transition based on multiple custom fields?

Question

Hey all,

I have an order process that requires multiple (3) people to approve a ticket before it is transitioned to from "full approval" to "finance approval" They approve by using a circular transition within the "full approval" status which triggers a "yes" checkbox next to their individual field.  Ex: Bill Gallo will click the "Bill Gallo-approve" button and it will update the "Approved by Bill Gallo" checkbox to yes.

I have two scenarios i need to solve for.

Scenario 1:

From "Awaiting Full Approval" , All three folks must approve and as soon the third person approves the issue automatically transitions to "awaiting finance approval"

Scenario 2:

From "Awaiting Sponsor Approval", Out of the three approvers any combination of two of the approvers will automatically transition the ticket to "awaiting finance approval"

Any help on this would be hugely appreciated

Scott Federman_r83gv8 · Answer

Hi Joseph, I do have it set that each user is in their own group and that transition is set to the specific user group so only they see their button. When they hit their button the field associated with their button is flipped from none to yes. The issue is i need all three fields to say yes in one scenario and the ticket will automatically transition when this condition is met and the other i need any combination of the two of the three to yes where the ticket will automatically transition when this condition is met.

Joe Pitt · Answer

I've done the version will everyone needing approval. The two of three would required a but different logic. I used select lists.

Approvals

You want several groups to approve an issue before proceeding. 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 goes through their transition to approve or deny 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.