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Workflow Hero

Secondary Approval

I have an approval workflow that sometimes requires that users go back to the form and select a secondary approver. I am wondering if they do select that secondary approval is necessary, how do I send them back to the form to select who they need secondary approval from and then continue the workflow from there?

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Workflow Hero

Re: Secondary Approval

One way could be the following:

  • Set a column named currentStatus = "Asking for Approver2"
  • On the form add a section that is only visible and required when currentStatus = "Asking for Approver2"
  • On the form set when Approver2 is set , also set currentStatus = "Approver2AlreadySet"
  • On the workflow detect the change of currentStatus = "Approver2AlreadySet", go on with your workflow...
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Workflow Hero

Re: Secondary Approval

could you describe in more details how overall approval process should look like?

when they can/should select 2nd approval - before or after or during/within the first approval?

do they select 2nd approval and approver on an item form or task form?

what does it mean "continue the workflow from there"?

should workflow somehow wait for a change? how do you identify whether to wait or not?

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