topic Re: Multiple Layer Approval Process in Tips, Tricks & Best Practices

Multiple Layer Approval Process

CateDuarte — Thu, 21 Sep 2023 11:30:56 GMT

Hi all,

We have a customer that requires a 2 step approval process.

We added a manual step to the workflow that combines a Deal property and a task.

Unfortunately I can only add a event based delay using either a quote property change or a previous workflow action - I used the "task marked as complete" as the trigger for the WF to continue to final approval.

The customer now thinks 2 clicks (changing the deal property and marking the task as complete) is too much.

Has anyone come up with another or better solution?

Tks!

Re: Multiple Layer Approval Process

karstenkoehler — Thu, 21 Sep 2023 11:32:34 GMT

Hi @CateDuarte,

Could you explain in a bit more detail, zoomed out, what exactly the approval is for, who approves what, what shouldn't be possible before approval etc?

Re: Multiple Layer Approval Process

CateDuarte — Thu, 21 Sep 2023 14:55:28 GMT

Hi @karstenkoehler yes.

So these are the steps:

- Sales rep creates quote and submits for approval

- Workflow is triggered with branches:

1 . Check Profit Center
2 - Check Quote abount (above or below 100K)
3 - If above 100K it has 2 levels of approval

These 2 levels of approval include a manual one (L3) and a final one using the quote approval button (L2)

Steps involved in the manual process (L3):

A task is created for the assigned Level 3 approver to review the quote
After review:
1. If approved:
  1. the approver will set the “Approved Level 3” Deal property to YES and mark the above task as completed.
  2. A new task is then created for L2 Approver to review and approve quote
2. If rejected
  1. A task will be created for the Quote owner to review the quote and re-submit for approval
  2. After re-submission the process resumes in step 1 above

Does this help? Thanks for looking into it.

Re: Multiple Layer Approval Process

MARTY5000 — Thu, 13 Jun 2024 12:14:23 GMT

@CateDuarte What solution did you go with?

I have a similar problem, but I was thinking you might be able to automate the "Deal Property = Yes" step upon completion of the Task. Since you're already looking for it in the workflow to send L2 task. Would that work?

Chris