User Approval + Manual Approval

[Kyu Min]

Hello all,

I have a request to add a manual approver in case that the requestor's manager is on leave and cannot approve.

I'm using the Approval Coordinator for the manager approval and the manual approval.

But when adding the a manual approver and he approves it, the WF is not moving forward, is waiting for the manager's approval, even though I have set the Approval Coordinator to move forward at the first approval or rejection of any child approvals.

Any ideas of what am I missing?

Thank you for your help.

[Stefan K_ · Accepted solution]

Actually, I think this would work (didn't test tough):

1. Remove the approval coordinator
2. Keep the manager approval as first activity
3. Add a manual approval activity after the manager approval

Now, your manager is off so you do the following:
- Press the "Edit" button on approvals related list to add an approval for selected user (make the edit button visible if not yet) and set state to "Requested"
- Cancel the manager approval manually

I expect the workflow moves ahead from manager activity to manual approver and waits there for the new manually added to be approved/rejected/cancelled.

[Kyu Min]

Hello Stefan,

Today I finished the development, following your insight, although I had to make a few modifications.

I noticed that the only way it works is when you cancel the manager's approval before setting the manual approval as "Requested". Any other combination doesn't work.

My WFs run on "sc_req_item" table and this is the solution I've implemented:

• Removed the Approval Coordinator
• Added a User Approval (for Requested For's Manager approval)
• Add "Skipped" condition
• Added a Manual Approval
• Added a BR on "sysapproval_approver" table
• Before Insert
• Added strict conditions (I filtered by the worklfows)
• In the script part, cancelled the manager's approval request and set the manual approval as "Requested"
• Hide "New" button in the "Approvers" Related List
• Edited "Edit" button in the "Approvers" Related List
• Added roles that only the SAM team has
• Added conditions to be only visible for SAM team and when the RITM state is "Pending Approval" (we added some values to the default ones).

Tested it several times and it works fine!

Added a few pictures to make it more clear and in case that someone else is needing to implement something similar.

Thank you Stefan!

Workflow

Business Rule

"Edit" List Control script

[G_30]

Spoiler

Hi Good day,

I would just like to ask how did you test the manual approval? I am trying to create one but it keeps on getting approved automatically after IF condition without the manual approval approver. Is there any way to stop the automatic approval for manual approval? I am also trying to find a sample but I can't finy any sample articles about it. Please advise. Thank you!