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Multiple approval rules

  • October 31, 2023
  • 7 replies
  • 350 views

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Can someone share their rules for multiple approvals. For example, approved by principal, once approved by principal sent to curriculum director, once approved by curriculum it’s sent to IT.

Best answer by Kathryn Carter

@jmerwin I went and pulled an example from a site that has multiple approval layers.

  1. They have their rule set up for when the ticket is created:
  1. Next, they adjust the next set-up rules via the “when updated” trigger. 

 

  1. Don’t forget to send the email when it is “sent for approval”

 

I hope this helps get you started 😄

7 replies

Kathryn Carter
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  • On Maternity Leave
  • November 3, 2023

@jmerwin Thank you for submitting your question to our community! 😄 

I want to call out Othello Schools @ROzuna 4479d91 othelloschools and @BShuler 403b04d othelloschools have an approval process with three levels. Would either of you mind sharing your workflow? 


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  • Author
  • Observer
  • November 22, 2023

Hello, anyone care to share?


Kathryn Carter
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  • On Maternity Leave
  • Answer
  • November 28, 2023

@jmerwin I went and pulled an example from a site that has multiple approval layers.

  1. They have their rule set up for when the ticket is created:
  1. Next, they adjust the next set-up rules via the “when updated” trigger. 

 

  1. Don’t forget to send the email when it is “sent for approval”

 

I hope this helps get you started 😄


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  • Observer
  • March 5, 2024

@jmerwin Were you able to get something constructed? I am going to look above and see if I can leverage that, but was curious if you went a different route?


Kathryn Carter
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  • On Maternity Leave
  • March 6, 2024

Great question @DE SysAdmin! @jmerwin What did you end up doing?? 😄


I am missing the webhook of approval process in the ticketing system. It is also missing from the facilities however it is available in the events. Is there a setting I need to activate as I am an incident in admin but the options for actions stop at the tickets level and does not give me an approval section


CThomas_iiQ
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  • Employee
  • April 9, 2026

Hi ​@JGaul 890a5e7 iu13, Enhanced Approval Workflow is a premium app for Ticketing and Facilities, but it actually built into iiQ Events; that’s why you don’t have the approval sections in those modules.  Your iiQ Customer Success Manager can help steer you in the right direction for your workflow, but if you need approvals for process outside of Events, you might want to consider Enhanced Approval Workflow!