Can you create a multiple approver workflow with hiearchy of who it goes to after each approval?.

We have form where you can select who needs to approve a submission. All submissions go to one particular person, but after that approval it needs to go to the next position selected by the submitter, and then after that approval it goes to the next, etc. Is there away to do that?

Answers

  • Matt Lynn-PCG
    Matt Lynn-PCG ✭✭✭✭✭✭

    @Cheri Sullivan Two things:
    1.) Yes you can do multiple approvals in one row with additional contact columns and columns for their responses along with a mult-step approval workflow. I think I have done up to 5 but don't think there's a limit.

    2.) I have not done a workflow on multiple rows/hierarchy but I think it could be done although tricky. You'd have to have a helper column or two to pull in the parent's values which would then trigger a separate workflow per row. There isn't a way to do a single workflow for multiple rows. There's a lot of if/or/and possibilities here but I think it could be done. If it was just the parent that triggered the child then your helper could just be parent() but if it were multiple levels you'd maybe need an index(ancestor(),1) type formula to pull say the parent into the grandchild row. Again… lots of decisions.

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