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Multiple approval rules

  • October 31, 2023
  • 5 replies
  • 265 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 😄

5 replies

Kathryn Carter
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  • Community Manager
  • 11014 replies
  • 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
  • 18 replies
  • November 22, 2023

Hello, anyone care to share?


Kathryn Carter
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  • Community Manager
  • 11014 replies
  • 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
  • 16 replies
  • 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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  • Community Manager
  • 11014 replies
  • March 6, 2024

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