Approval Workflow

benfking

I am wanting to create an approval workflow that requires different levels of approval. The number of levels depends on where the request is coming from. As an example request comes in that requires Director, VP, and CEO approval to proceed, but I do not want the next level to see a request that was denied by the lower level. But, to make things more confusing some departments do not have a director, so unless it is approved by the Director it would not make it to the VP even though there is no director. And some departments have directors but would not need VP approval, but still need CEO.

How can I set it up so that I do not have to have several different workflows? 

Corey.Hokanson

Hmm... without creating multiple workflows, I can only think of one solution. 

 

For those departments without a Director / VP, assign the next higher person as that role? The VP would basically have to sign off as the Director and the VP, but it would keep things from getting stuck.

 

Corey.Hokanson

Workflow would look something like this

Andrée Starå

Hi Ben,

I might have another way to structure it.

How many different request options can there be? (where the request comes from)

Is there anything indicating where it's coming from?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

Andrée Starå

How did it go? Did you manage to get something set up?