Skip Secondary Approval Step

Community Alums
Not applicable

I have a workflow that has a primary approval step and a secondary approval step. One approver in the approval group of the primary approval step, is also in the secondary. I am trying to skip the secondary approval step if that user approves it in the primary approval step. This way they do not receive multiple approval requests. Has anyone done this using the conditions or should I just go with an advanced script? 

1 ACCEPTED SOLUTION

Jordan Vignoni
Tera Guru

I would do the following in the workflow:

  1. Create the primary approval step.
  2. Create an "If" step that queries the sysapproval_approver table.  If "Person X" approved, return yes.  If "Person X" did not approve, return no.
  3. If yes, go to the next non-approval step in the workflow.
  4. If no, go to the secondary approval step.

View solution in original post

3 REPLIES 3

Robbie
Kilo Patron
Kilo Patron

Hi @Community Alums,

 

This is an oldie and goodie, check this link from SNGuru to prevent multiple approvals.

It has a clear explanation of what to do and how to write a business rule to prevent multiple approvals.

 

Prevent Multiple Approvals

 

To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Helpful.

 

Thanks, Robbie

Robbie
Kilo Patron
Kilo Patron

Hi @Nick Calandra,

 

Did you see my earlier response and solution?

This is an oldie and goodie, check this link from SNGuru to prevent multiple approvals.

It has a clear explanation of what to do and how to write a business rule to prevent multiple approvals.

 

Prevent Multiple Approvals

 

To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Helpful.

 

Thanks, Robbie

Jordan Vignoni
Tera Guru

I would do the following in the workflow:

  1. Create the primary approval step.
  2. Create an "If" step that queries the sysapproval_approver table.  If "Person X" approved, return yes.  If "Person X" did not approve, return no.
  3. If yes, go to the next non-approval step in the workflow.
  4. If no, go to the secondary approval step.