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Re: Multiple Approver Workflow

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bssmaster8
4 - Data Explorer
4 - Data Explorer

I am trying to figure out how to build a workflow that would allow multiple user to approve a creative asset before status changes to approved.

Right now I'm using a user column to assign an approver.  Then the record viewer interface to approve using a button tied to a status change automation. 

Ideally I would like to be able to assign multiple approvers and somehow only use the automation, once ALL approvers have approved.

 

Thank you in advance

3 Replies 3

Hmm, you'd need to be able to track their approvals in some form and this also depends on what counts as an approval I think

If you can modify your workflow to be:
1. User column to assign approvers
2. User column for approvers to add themselves to if they've approved

Then you could use a hardcoded formula field to check whether all the people that should have approved it have done so:

Screenshot 2024-06-26 at 10.19.39 AM.png
Link to base

If the approvers change very often this might be a problem as the formula would need to be updated constantly though

Thanks Adam, I think this is getting me on the right track but I've encountered another issue. I've set up my field like the above example and used the following formula.

 

IF({Have Approved}=(Approvers),"Approved","Not Approved")
 
but where im running into problem is the formula only works if the "Have Approved" name appear in the same order as "Approvers"
 
Is there a way to adjust the formula to not pay attention to order?

Yeap, we would hardcode it, but it might become problematic if the approvers change a lot; here's the script I'm using!

IF(
  AND(
    FIND(
      "Jerry",
      Approvers
    ),
    FIND(
      "Jerry",
      {Have approved}
    ) = 0
  ),
  "Pending Jerry\n"
) & 
IF(
  AND(
    FIND(
      "George",
      Approvers
    ),
    FIND(
      "George",
      {Have approved}
    ) = 0
  ),
  "Pending George\n"
) & 
IF(
  AND(
    FIND(
      "Elaine",
      Approvers
    ),
    FIND(
      "Elaine",
      {Have approved}
    ) = 0
  ),
  "Pending Elaine\n"
)