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guillermojast
Nintex Newbie

Handling approvals for batches of list items

Hi experts!

I'm looking for advice on how to handle a relatively complex requirement (related to approval of prices),

  • Price Analyst uploads prices for approval
    • Prices should be able to be uploaded massively (e.g. Excel)
    • Prices are uploaded in "batches" or "sessions". Each batch contains several prices
    • For the purpose of this exercise, it is ok to asume that each price will be single element in a list
    • Price Analyst should be able to change prices after uploaded. If he made a mistake, supervisor should reject it
  • Price Supervisor approves or rejects prices uploaded by Price Analyst
    • Approvals are handled at "batch" level (approving prices on an individual basis takes a lot of time)
    • Approvals are auditable, so once done, should not be possible to change

I think the challenge here is to implement these "batches" (master-detail relationship between batch and individual Price). Also, handling permissions to upload/approve but not change afterwards.

Any feedback on how to resolve this requirement (fully or partially) is greatly appreciated!

Regards,

Guillermo.-

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Automation Master
Automation Master

Re: Handling approvals for batches of list items

can you not just have a document library where the excel document is uploaded with the batch, and the workflow runs on that one document (or batch)?

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