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Different approvers for two step approval level

emmanuel_b7gnlg

The current flow has two levels of approval and requires 1 approver per each level i.e. Line Manager Approval and Head of Department Approval.

The challenge is that the Line Manager can approve as both Line Manager and HOD. How can I restrict only Line Manager approves as Line Manager, and next HOD is notified to approve

Accepted answers

Alex Koxaras -Relational-

Hi @emmanuel ,

How did you setup your approvals? I would assume there are in different statuses, correct? I would approach your problem with a workflow like the following:

two approvals.png

And on the "send for approval" transition I would add a transition screen for the user to enter the two approvers, the line manager and HoD:

approval transition screen.png

Will that work for you?

Alex

All comments

Alex Koxaras -Relational-

Hi @emmanuel ,

How did you setup your approvals? I would assume there are in different statuses, correct? I would approach your problem with a workflow like the following:

two approvals.png

And on the "send for approval" transition I would add a transition screen for the user to enter the two approvers, the line manager and HoD:

approval transition screen.png

Will that work for you?

Alex

emmanuel_b7gnlg

Yes, that how I have defined, But the transition screen isn't giving me option to specify line manager and HOD, however I can mention only approvers

Alex Koxaras -Relational-

@emmanuel first thing's first:

You have to create these two fields as user picker field (or multi, according to your needs)
You also have to create the "select approvers" screen, to which you will add these two fields
then you have to add this transition screen to the desired transition. From what I see this transition would be from open -> waiting for line manager approval

emmanuel_b7gnlg

This resolved the issue and now I can access two-step approvals

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