Manual approval after manager approved

[dbaril]

I'm looking for a recommendation on how to allow a user to manually trigger an approval to a person of her choosing.  The basic workflow of this catalog item is that it first obtains manager approval.  Once received, the coordinator then has to obtain a second level of approval based on a predefined list of users she manages.  Currently there is no way to tie this list to the user table, therefore I cannot auto-generate this approval.

My initial thought was to generate the second approval to her and then she could edit that approval record and change the approver to the person that needs to approve it.  That would accomplish two issues.  notify her of the request, and allowing her to manually enter the approver.  The only negative is that she would then have access to update any approval record when she only needs to update approvals for a specific catalog item.

I'm sure there are other ways to go about this that I'm not aware of.  Any input would be appreciated.

[Mark Manders]

Create a UI action that opens a new approval record for the same record and have her add the needed approver there, but I think it would be way more logical to think up a solution for the approvers being picked automatically. Because a manual approval won't be part of the workflow and thus 'breaking' it, never moving forward.

She is making the decision on who approves the second approval needed, so there must be some logic behind that (if it's just random, that can be done also). Create that logic and it's done.

If my answer helped you in any way, please then mark it as helpful.

Mark

[SumanthDosapati · Accepted solution]

Hi,

> Create another variable in Catalog Item which is reference field to user table.

> Hide that field in catalog item

> Make that field visible in RITM.

> Above two steps can be done via UI policy (uncheck the applies on catalog item check box and check the applies on RITM check box)

> Now user can fill that variable in RITM to whom the next approval to be generated.

> Now In your workflow after your First approval activity, check if the variable in RITM is filled and then send approval to him in next activity.

Another Approach

> After first approval create a catalog task and assign it to user

> Make the second approver variable visible and mandatory only on catalog task

> In your workflow after catalog task activity, you can set the second approval activity and use the variable value filled in catalog task like (current.variables.secondary_approver)

Mark as correct and helpful if it solved your query.

Regards,
Sumanth

[SumanthDosapati]

@dbaril ,

Feel free to reach out if you have further questions or else you can mark an answer as correct and helpful to close the thread so that it benefits future visitors also.

Regards,
Sumanth