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Multistep Approval Process using Multiple Approvers
Hi,
I have a requirement in the Approval Process where it has multiple approvers assigned. When I submit the record for approval if 1st Approver approved and 2nd Rejected then the Approval Request should reach to 3rd Approver also...
I
knew that if any of the approvers rejects the record it will not go to the next approver. But, is there any possibility of achieving this...
Thanks in Advance...
I have a requirement in the Approval Process where it has multiple approvers assigned. When I submit the record for approval if 1st Approver approved and 2nd Rejected then the Approval Request should reach to 3rd Approver also...
I
knew that if any of the approvers rejects the record it will not go to the next approver. But, is there any possibility of achieving this...
Thanks in Advance...
Looks like there is no out of the box functionality to accomplish this. There is an Idea https://trailblazer.salesforce.com/ideaView?id=08730000000hgzJAAQ logged for the same on Idea Exchange.
Please consider upvoting this so that the product development team can consider implementing it in upcoming releases based on the number of upvotes.
Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you
Hi Sai,
please find the below Solution
This is definitely possible inside Salesforce's approval process. It utilizes Approval steps (https://help.salesforce.com/articleView?id=approvals_creating_approval_steps.htm&type=5) This would utilize a 3 step approach.
Here is a Youtube demonstration of a scenario of requiring two approvers (https://www.youtube.com/watch?v=fM3xHN8M9-8) Here is another Youtube video from a Dreamforce session (https://www.youtube.com/watch?v=m8XmfBQDSpY) that goes more into depth on workflow and approval process.
Finally, here are some more examples of approval process to help you along. (http://na12.salesforce.com/help/doc/en/approvals_useful_approval_processes.htm)
if you find this helpful then mark it as the best answer.