Hello,
I have a SharePoint list where we are defining the approval levels for each product as follows:
Also, we have two other lists associated with each other as 1:N ( 1 Request can have multiple products).
Example:
List A:
- Request 1 - Header (General Info about the request)
List B: (Associated with List A)
Line Items:
Each line item added under the request will require approval per product. (The product might require multiple approval levels)
The approval process cycle will occur according to the first screenshot I provided.
The problem that we are struggling with and we need to avoid is the below:
- Regardless of the number of line products, If I am the approval user for example for the Laptop and the Screen (One approval e-mail should be sent to me and not 2 emails).
- Accordingly, the approval process should work sequentially which means after the first approval has reviewed and decided on ALL his assigned products, logically the flow should again verify regardless of the number of line products for the second approval, one approval email should be forwarded to the second approval, and so on and so forth (3rd,4th approvals..).
The main goal is to avoid sending multiple approval emails if a user is assigned to more than one product to approve under the same request. Therefore, it should be done sequentially.
There should be a logic in the flow where during the approval level process we always check if there are any line-item pending from the current approver user end before moving on to another approval level.
Could you suggest a best practice to solve the above issues and meet the requirements? Will it be possible to provide an example?
Any help is greatly appreciated.
Best regards,
Julien
1,710
Share
Report
All responses (
Answers (
