Can i add 2 approvers in WF for invoice instead of...
# administrationo
ofer.e
09/20/2023, 8:54 AMCan i add 2 approvers in WF for invoice instead of 1 approver? (i would like it to be with OR condition and not both as first that approved)
k
kennkerp
09/20/2023, 1:16 PMYes, with multiple workflow actions and appropriate conditions on each action.
š 2
m
MGBC
09/21/2023, 3:07 AMThere are a few options to do this
1 is to give each employee an āapproval roleā or āapproval groupā. Then assign the same āapproval roleā to the transaction
Then your add button condition matches the approval role on the transaction to the approval role on the current user and shows them the approve button. Otherwise there is no button
MGBC
09/21/2023, 3:07 AMWhoever clicks it first marks it approved
MGBC
09/21/2023, 3:10 AMAlso you can make a custom record that is a child record of the transaction. Make two (or more instances) of this record one for each person you want to approve
They approve the custom record which then marks the transaction approved
o
ofer.e
09/21/2023, 6:28 AMWhere do i assign approval role? i couldn't find it in the employee record
m
MGBC
09/21/2023, 1:11 PMItās custom. You would have to make it as a custom field and custom list/record