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04-08-2016 07:24 AM
Hi, I have a requirement for a conditional approval from a workflow.
The approval needs to be based on a Risk Rating field. If the Risk Rating = 1 - the approval should go to User1. If the Risk Rating is 2 - the approval should go to user 2. How can I go about setting this up in my workflow?
I'm assuming it will involve scripting which I don't have any knowledge in, so any help would be greatly appreciated.
Thanks.
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04-08-2016 07:31 AM
There are several options. Without giving it a lot of thought, you could use a workflow Switch statement based on the Risk Rating (or another) field. similar to this:
However I'm not a fan of hard coding anything in workflows, especially people or groups. It's a bit difficult to achieve what you want dynamically with absolutely no coding, but think about adding groups for "risk rating 1 approval" and "risk rating 2 approval" that contain the person or people you want, and using those groups in your workflow. This way when the approving people change, you simply change group membership. (other options include system parameters or lookup tables).
Good luck!
Ken Michelson
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04-08-2016 07:31 AM
There are several options. Without giving it a lot of thought, you could use a workflow Switch statement based on the Risk Rating (or another) field. similar to this:
However I'm not a fan of hard coding anything in workflows, especially people or groups. It's a bit difficult to achieve what you want dynamically with absolutely no coding, but think about adding groups for "risk rating 1 approval" and "risk rating 2 approval" that contain the person or people you want, and using those groups in your workflow. This way when the approving people change, you simply change group membership. (other options include system parameters or lookup tables).
Good luck!
Ken Michelson
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04-08-2016 07:41 AM
Thank you