Sequential & Non-Sequential Approval

Owned by Antonella Capalbo
Last updated: Apr 19, 2018
3 min read


Customer 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.




Preliminary Concepts

The Sequential approval is a configurable option of the Herzum Approval app.  

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 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 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: