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titleCustomer requirement

On the same transition, I would like to have 4 approvals in the sequential order and 3 approvals not in sequential order.

Scenario

I have 5 approvals: Approval 1, Approval 2, Approval 3. Seq Approval 1, Seq Approval 2, Seq Approval 3, Seq Approval 4.

Approval 1, Approval 2, Approval 3 can be approved in a non sequential order

Seq Approval 1, Seq Approval 2, Seq Approval 3, Seq Approval 4 have to be approved in a sequential order.

In addition, Seq Approval 3 has to be approved only after that Approval 1, Approval 2 have been approved.



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Table of Contents

Preliminary Concepts

The Sequential approval is a configurable option of the Herzum Approval add-onapp.  

In order to enable it, you have to turn the Sequential approval option of the Approval Mapping concerned on Enabled as per the example shown below:

You are able to establish the approval sequence by moving up or down the Approvals displayed in the Requested Approvals box:

Furthermore, the Sequential approval option on the Approval Configuration screen provide the capability to allow the Approval concerned to approve in a non-sequential order,  as per the example shown below:


Notice that a non-sequential approval has to be approved in order to allow a subsequent sequential approval to have the approbation.

Solution

Configurations

The customer senario scenario requires the following settings:

  • the Sequential Approval option has been turned OFF on the Approval 1, Approval 2 and Approval 3 configurations 
  • the Sequential Approval option has been mainteined ON maintained ON (Default) on the Seq Approval 1, Seq Approval 2, Seq Approval 3, Seq Approval 4 configurations as per the example shown below:


  • the Sequential Approval option has been enabled at Mapping level  as per the example shown below:


  • the approvals have been ordered opportunely in order to enforce that 
    • Seq Approval 1, Seq Approval 2, Seq Approval 3, Seq Approval 4 have to be approved in a sequential order
    • Seq Approval 3 has to be approved only after that Approval 1, Approval 2 have been approved.
    The following screenshot illustrates:

Sequential & Non-Sequential Approval in action

An Approval superusers (an user enabled to approve any pending approval request instead of any user) will display the pending approval as follows: 

 The screenshot above evidences that 

  • Approval 1, Approval 2, Approval 3 can be approved in a non sequential order
  • Seq Approval 1 has to be approved  in order to allow the subsequent Seq Approval 2 to have the approbation

The Sequential approval 3 can receive the approbation only if Approval 1, Approval 2, Seq Approval 1 and Seq Approval 2 have been approved.

The following screenshots illustrate.

  • Approval 1 has been rejected, the he Sequential approval 3 cannot receive the approbation:


  • Approval 1, Approval 2, Seq Approval 1 and Seq Approval 2 have been approved, the Sequential approval 3 can receive the approbation:

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