I dont quite understand how "Select approvers" field works
Hello everyone.
I'm making a service request template. This template requires a fixed and a dynamic approver, which will depend on the area that processes the request.
Some info for the test.
Fixed Approver = IT MANAGER (Organizational Role)
Dynamic Approver = Department Incharge (Department Role) or specific user, with no relevant role but with permissions to approval.
First idea was including the field "Select approvers" to select the dynamic approver, and use the first stage of approval in the Workflow of the Request, to set the fixed approver.
When testing this, I place the dynamic approver in the "Select approvers" field, but this approver, stepped on the fixed approver.
Then try to remove the fixed approver from the first approval stage and define both approvers in the "Select approvers" field, but only the IT MANAGER receives the request, and not both.
The final test was to configure 2 stages of approval. The first one in white and the second one configuring
a IT MANAGER. Then, when I submit the request, I set up the Dynamic Approver in the "Select approvers" field.
So, my questions are:
1.- It is correct that the field "Select Approvers", cancel what was defined in the first stage of approval in the workflow of the template?
2.- The fact that an approver has an Organizational Role and the other has a Department Role (or no role at all), generates that the first one prevails over the other?
3.- Is there a way to define 2 approvers from the "Select approver" field and that both receive the approval request?
I apologize for the length of the post.
Thanks in advance.
Regards.
Facundo Caballe
I'm making a service request template. This template requires a fixed and a dynamic approver, which will depend on the area that processes the request.
Some info for the test.
Fixed Approver = IT MANAGER (Organizational Role)
Dynamic Approver = Department Incharge (Department Role) or specific user, with no relevant role but with permissions to approval.
First idea was including the field "Select approvers" to select the dynamic approver, and use the first stage of approval in the Workflow of the Request, to set the fixed approver.
When testing this, I place the dynamic approver in the "Select approvers" field, but this approver, stepped on the fixed approver.
Then try to remove the fixed approver from the first approval stage and define both approvers in the "Select approvers" field, but only the IT MANAGER receives the request, and not both.
The final test was to configure 2 stages of approval. The first one in white and the second one configuring
a IT MANAGER. Then, when I submit the request, I set up the Dynamic Approver in the "Select approvers" field.
So, my questions are:
1.- It is correct that the field "Select Approvers", cancel what was defined in the first stage of approval in the workflow of the template?
2.- The fact that an approver has an Organizational Role and the other has a Department Role (or no role at all), generates that the first one prevails over the other?
3.- Is there a way to define 2 approvers from the "Select approver" field and that both receive the approval request?
I apologize for the length of the post.
Thanks in advance.
Regards.
Facundo Caballe