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
+18Hmm, 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:
If the approvers change very often this might be a problem as the formula would need to be updated constantly though
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:
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.
+18Thanks 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.
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"
)
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