How to set up back up approvers?

indira_iyer
Kilo Explorer

I have received a request to set up a secondary approver. The request is that if the primary approver doesn't respond in 2 business days we need to cancel that approval and resend the approval request but this time it should also include the secondary approver. The approvals are triggered from a workflow.

Can anyone please help me with this?

17 REPLIES 17

Chandan23
Tera Expert


use time activity of 2 days.


check the approval status


if not approved(


use run script activity to cancel the approval


use a user approval activity, with advance. so that you can push the same user and the second user


)


Hi,


Thanks for the reply Chandan. I am not sure where to add the timer activity - i cannot add it before or after the approval since that will not solve the purpose. Adding it before the activity means that the approval will be triggered after 2 days. Adding it after means it will wait for the approval action first.



Adding the timer in parallel with the approval activity might also not be the perfect solution. If the approver hasn't responded within 2 days then the timer and run script will solve our request. But if the approver has approved it on time, how do we stop the timer in the workflow?


use the timer in parallel.. in the condition also add the condition to check if the approval is already done


Yes, What I have replied previously cannot be an idea approach.


But we also can try:



1. use branch


2. one will be approval


3. wait for condition(that will check if the approval is approved/rejected and also the time difference)


      add run script as shown in picture:


      you can set the status to a workflow scrach pad   variable by run script


4. then use join activity..


5. If this is approved/rejected in 2 days, both flow will run,and the join result will be complete


6. If this is not approved , after 2 days, the second branch will run, we can add the activities related to back up approval to the "Incomplete"



  • Complete: all predecessor activities finish executing and transition to the Join activity.
  • Incomplete: all predecessor activities finish executing, but one or more by passed the Join activity

7. Post join activity we can check the value in workflow scarch pad, we can know the status


      as: approved before 2 days or not approved until 2 days.


      1. then yopu can cancel the exiting one, and start for new approval process



Test Workflow.PNG