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Finance | Project Operations, Human Resources, ...
Unanswered

Conditional Approval Step based on previous approvers

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Posted on by 250

Good Day. I am having a hard time figuring out the best approach to achieve the following. 

I have a workflow with several approval steps of different types. 

Step 1 - Hierarchy (Line Manager) 

Step 2 - User 

Step 3- User

In some cases the approver in Step 1 is the same as the approver in Step 2 or Step 3. The requirement is to bypass Step 2 or Step 3 in case the approver has already done so in Step 1. 

I have thought about going through this with the functional approach , either by using (conditional steps, automated workflow actions)  but neither will work as there are no options to retrieve last approver or the next approver OTB. 

I thought about adding a custom field to the workflow document class and using it later as a workflow condition, but I can't retrieve the next approver.

In addition I have thought about creating a customer participant provider however I am still unsure if I can create a conditional participant provider that returns a different approver list based on the workflow originator. 

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  • André Arnaud de Calavon Profile Picture
    304,036 Super User 2026 Season 1 on at

    Hi Ahmad,

    Can you tell a bit more about the process for allocating the users for step 2 and 3? Are they a fixed value in your workflow? If so, what it the background for these two users to do the approval on step 2 and 3?

  • AhmadHammoud Profile Picture
    250 on at

    Hi Andre,

    Yes they are fixed users, either through direct user assignment or role based assignment. They don't change from one originator to another, as they are fixed.

    Step 2 is GM and Step 3 is HR Manager.

    I am currently working on adding a calculated field on the workflow documents that will retrieve the line manager (step 1 approver) and then using the calculated field in the conditions for later steps.

    Do you think this is a valid approach ?

    Thank You.

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