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Different approvers for two step approval level

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

1 answer

1 vote
Alex Koxaras Community Leader Jun 02, 2022

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

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

Capture.PNG

Alex Koxaras Community Leader Jun 02, 2022

@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

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

Alex Koxaras Community Leader Jun 14, 2022

Nice @emmanuel ! Kindly mark my answer as accepted to help other who are currently searching for the same as you. Thanx!

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