Workflow Series III
Hi Readers,
For our workflow series III, we will work with the scenario below
| Approvers | Scenario |
| Approver 1 | Approver |
| Approver 2 | Both must approve |
| Approver 3 | |
| Approver 4 | Approver |
I have set up my workflow user group as below.
I have setup the workflow I will use as below.
The purchase invoice is created.
An approval is sent and the approval entries are as below.
After the first approver by sequence 1 , the approval entries are update to look like below.
After approval by any user in sequence 2 , the approval entries are updated to look like below.
We face one challenge
- After the first approval by any approver in sequence 2, the system sends an approval request to level 3. This scenario may not be ideal as it should only go to level 3 if both approvers in level 2 have approved it.
Fix 1: Sorting the approval entries
We will make a change in the line below in the workflow. That particular line is the one which controls the movement to the upper levels of the workflow.
We will amake changes to the filter as below.
Let me explain the filters:
| Filter | Filter Value | Explanation |
| Pending Approvals | >0&<>2 |
In a standard sequential workflow, it is assumed that each person in the chain approves the document. Therefore, the pending approvals will be 0 after all approvers are done. The standard system has a greater than zero (>0) filter to trigger approval to the next level after an approval until the value drops back to zero. We will make a change to exclude a specific pending approval value so that it does not send an approval request for that specific user. On sending approval, we have a total of 4 pending approvals. If the user in level (sequence) 1 approves, the pending approvals are now 3 and system sends an approval request to level (sequence) 2. If any user in level (sequence) 2 approves, the pending approvals are now 2. The system will not send an approval request to level (sequence) 3 because our filter has an additional entry of <>2. If the other user in level (sequence) 2 approves, the pending approvals are now 1. The system will send an approval request to level (sequence) 3. If the user in level (sequence) 3 approves, the pending approvals are now 0. The system will not send an approval request but release the document.
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Lets retest our approval again. The document is sent for approval.
Approval Entries after first approval :
Approval Entries after second approval:
You will note that the final approver does not get an approval request if the first approver in sequence 2 approves the record. This means both have to approve for it to go to level 3.
Approval entries after third approval:
The approval entry for the final approver is now open and ready for the user to approver.
The document will be released after they approve it.
ENDS.