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I’m working on a PO approval map. There are many approvers with various approval limits. I need to require two approvers for PO’s over 50K. I understand that a specific number of approvers can’t be specified for a single step, it’s either 1 or ALL.

So, I’ve created a 2nd step for PO’s over 50K. Needs to have the same group of approvers though. This presents a problem, because having the same approvers in both steps basically causes it to skip the second step. I thought I could solve this by using “Approver ID does not equal ___” in the rule conditions. But it doesn’t work. Wondering if I’m using it wrong, or if not, what is the point of the Approval entity in approval maps?

Here is a dumbed down version I tested without success. Step 1: Two rules, CEO and CFO, both with specific employee specified. No conditions. Complete step on approval. Step 2: Same as above except each rule has a condition to require employee’s approval if they did not approve in step 1 (goal anyway). Screenshot below showing condition (value only shows ContactID unfortunately). 

Doesn’t work. Removing hold on PO assigns both CEO and CFO (step 1), but if CFO approves, no additional approval is required. 

Would appreciate advice! 

 

 

Do you have Step 1 configured to continue to Step 2?

@darylbowman Yes I do

What version are you on?  If it’s always the same 2 people that need approval, there are updates in 2024R1 where you can pick the “employee” approver type and then it will require approval from all the users listed.

 

In prior versions (23R1) see my post in this chain and I was able to get it work.  Also, there’s another note from me further down is that the work groups cannot have an owner.  

 

Hi Megan - 24R1 - In the live instance there won’t be only two approvers. First approval could be 1 of 10 or so employees, then 2nd approval (if over 50K) would be a different approver from that same group of 10 employees. I just simplified it as much as possible for my test. 

@jhouser - Take a look at the post I linked above.  I was able to get the scenario you are describing to work (I needed 2 approvers out of 5, but in theory the same set-up should work with a bigger group, just more workgroups to maintain).

@meganfriesen37 Yes, I found that post earlier. Seemed like it should work without using workgroups, but I will give that a shot. Thanks!

@meganfriesen37 Their approval map is so complex that it will be too many workgroups to maintain. We’re either going to live with separate approver pools for the two steps, or a customization to allow manual selection of approvers on PO. Thanks for your suggestions!  Also voted for your idea:

Ability to Collect Approvals from multiple users in the same group / step | Community

Hopefully with the recent changes to “get all approvers from this list of employees” on the approvals means that we’ll get an option in the future to select “get _# of approvals from this list of employees”

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