Groups of approvals being processed differently
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11-28-2023 04:46 AM - edited 11-30-2023 08:04 AM
Hello!
I have a client requirement which I don't know how to solve.
I need to create multiple approvals into one single RITM, where these approvals are processed as "groups of approvals". To explain this, I'll write an example:
I have a RITM which has 6 approvals (A1, A2, A3, A4, A5 and A6). These approvals are supposed to approve different elements of the RITM, so every element is approved separately. So, for example, A1 and A2 are for element X, A3 and A4 are for element Y and A5 and A6 are for element Z.
What I need is that, if the approval A1 is approved or rejected, only the approval A2 is set to "No longer required", but not the other approvals. Of course, I need the same for the other approvals: A3 and A4 will wait to each other and A5 and A6 will wait for each other.
I know it's a little weird structure, but client won't change their mind, so I need this case to work this way.
Also, I need it to work this way ONLY in a given item. The rest will work as usual.
Thank you,
Miguel
Edit: The number of "groups" is not fixed and can be from 1 to N groups, and the number of approvers in every group can also be from 1 to N. In the example, there are 3 groups of 2 users, but we can have 5 groups with 1 user, 1 group of 7 users, 8 groups where every group has a different number of users...
Also, as another example (I hope this is a better example), I will paste here what we are looking for. Imagine that an RITM has 3 groups of approvals: Group A has 3 approvers (Allie Pumphrey, Alene Rabeck and Aileen Mottern), Group B has 4 approvers (Allan Schwantd, Alejandro Mascall, Alissa Mountjoy and Alejandra Prennatt) and Group C has only 1 approver (Alfonso Griglen). The situation at this moment would look like this:
If Alejandro Mascall approves his approval (from Group B), the situation would look like this:
Now, if Allie rejects her approval, the Group A would change to this:
Finally, Alfonso (at Group C) can also approve his approval, and the list would end like this:
This is what the client is looking for. The example was made manually, but we want to automate the generation and treatment of these approvals. Can you help me?
Thank you in advance.
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11-28-2023 06:22 AM
If you're using flow designer, then I would suggest using the approval rule "# of users approve" and assign that particular approval to the A1 and A2 (and then have a different step for each of the others). Use the "do the following in parallel" if you want all of the A1/A2, A3/A4, and A5/A6 to run at the same time.
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11-30-2023 07:46 AM
Hello, Kristen,
First of all, thank you for your answer.
I have just tried this solution, but I have the same problem: when reaching the given number, the rest of approvals are set as No Longer Required. It would be required just the approvals from the same group to be set as No Longer Required.
Also, I need the groups to be dynamic (there will be different number of approval groups every time) and every approval group will have different number of approvers every time (for example, sometimes it can be just one approver, sometimes it can be 10), and the way it is set in Flow Designer seems to allow me only a given number of approval groups at the designing time.
Maybe this is something I should explain better in the description. I will edit it for better understanding.
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11-30-2023 11:46 AM
Based on your further details, if you put each group approval in its own "ask for approval", then you should only mark the same group as "no longer required" and not impact the other approvals. To have the approvals dynamic, I wonder if you could identify all the groups before assigning, then use a while loop to trigger an approval for each. What I don't know is if you can have it assign them all and then only wait for decisions after they're all assigned.