Multiple Approvers

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How does one set it up so that multiple approvers can approve an item. Example a student signs up for a class, the student, an enrollment coordinator and a professor both need to sign off on the event before it is fully approved. Status would be pending until all approvals have been completed. While it is sitting in a pending status, I need to be able to see who approved it and when and who still needs to approve.
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2 answers
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Hello Hannah!

You will need to create a new entity to store the information, Item_Approver for example. In this entity you can store a join to the item, to the approver user, the approval status, date, and other information that you need. Then, as soon as someone signs, you can search if someone hasn't signed yet, if you can't find it, you can update the status in your item entity.

This way, you can have complete control of who signed and when, also serving as a history.

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I think you can also make us of a very easy workflow that handles the tasks for you:

  •  Setup a workflow with a microflow that changes status to 'Pending'
  • Add a parrallel split with two user tasks aiming at Professor and Enrollment coordinator
  • Change the status to confirmed

 

As for the viewing part:

  • While completing the user task also create a many to one statelog entity linked to the Assignment entity that contains the approval information like date, status...
  • Make a page that displays this entity 
  • By this, it is also clear which person still needs to approve eg if you have the statelog for the professor, you know that the coordinator still needs to sign

 

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