1. Employee Management
  2. Employees
  3. Employee Change Requests
  4. Prerequisites for Employee Change Requests
  5. Approval Workflow for Employee Change Requests
  6. Setting Up a Custom Approval Workflow for Employee Change Requests
  7. Setting Up State 2: Next Approver

Setting Up State 2: Next Approver

After you set up State 1: Entry, you can set up State 2: Next Approver. If a manager creates an employee change request, this state sets a specified employee as the next approver.

Note:

If you want to include additional approvers in your own workflow, repeat these steps for each approver state that isn't the final approver.

State 2: Next Approver

To set up State 2: Next Approver:

  1. If you haven't set up State 1, go to Setting Up State 1: Entry.

  2. In the diagrammer, click State 2: Next Approver.

  3. In the context panel on the State subtab, click New Action.

  4. In the New Action window, click Set Field Value.

  5. In the Parameters field group, in Field list, select Next Approver.

  6. In the Value field group, choose Static Value.

  7. In the Selection list, select the name of the employee you want to be the next approver.

  8. Click Save.

Transition to Step 3: Final Approver

To set up the transition to Step 3: Final Approver:

  1. In the diagrammer, hover over the bottom of State 2: Next Approver. The icon becomes a filled half-circle.

  2. Drag the icon to State 3: Final Approver.

  3. In the workflow diagrammer, double-click the transition arrow from State 2: Next Approver to State 3: Final Approver.

  4. In the To list, select State 3: Final Approver.

  5. In the Transition On list, select After Record Submit.

  6. In the Event Types list, click Approve.

  7. In the Condition field group, select Visual Builder.

  8. Next to the Condition field, click the Open icon to open the Condition Builder.

  9. Enter the following:

    1. In the Field list, select Next Approver.

    2. In the Compare Type list, select Any Of.

    3. In the Selection list, select Current User.

  10. Click Add to add the condition, and then click Save to save the condition.

  11. Click Save to save your changes to the transition.

  12. To continue with the Employee Change Request Workflow, go to Setting Up State 3: Final Approver.

Related Topics

General Notices