Hi Mike :)
Ahhhh, sorry, I thought you wanted both Approvers with Seq. No. 2 to receive and approve their respective request to approve, so I suggested that previous workflow.
In case you only need one of them (Finance or Operations) there are several alternatives:
a) If you have any field/anything in the documents that you could use as filter to know if that one depends on Finance OR Operations, then it could be easier.
You could create 2 Workflows and filter out by that field in the OnConditions. Then you could create 2 Workflow User Groups, each one containing just 1 of the Seq. 2 approvers.
b) If all the documents applies for both without any difference, but you want to get the document released just when just one of them approves 1 of the approval request, then you could do the following:
b.1) If you want to keep all in 1 workflow, you could use the previous workflow I suggested but with a couple of changes.
"Number of Approved Request" = 2 in the 2 "On Conditions" for Seq 2 approvers:
So just ACCOUNTING and FINANCE|OPERATIONS approved it (but just 1), then the workflow goes on.
In case the Amount <301, only the Seq. No 2 approvers should approve this. So as soon as you have "Number of approved request" = 2, then you use "Approve the approval request for the record" and the other one gets auto-approved, and the document released. Then just ACCOUNTING + 1 of FINANCE or OPERATIONS was needed to get the document released (even if both got the Request to approve).
In case the Amount >300, when just 1 Seq. No. 2 approved the entry, we will open the Request to Approve for CEO, and he/she can approve it as well.
Here you need to add the "Approve the approval request for the record" as well, in case there is a remaining Request to approve for the 2nd Seq. No approver:
The problem here is that we cannot Auto-Approve the other Seq. No. 2 approval request in the previous stage, but only when the CEO approves it. Then all remaining will be auto-approved.
We cannot filter the auto-approval by Seq: Number... so if we do it at this stage...we will auto-approve not only the remaining Request to Approve for the second Seq. no 2, but also the one for the CEO, and we don't want that.
b.2) Create 2 Workflows and 2 Workflow User Groups.
First Workflow User Group for: ACCOUNTING, FINANCE and OPERATIONS
Second Workflow User Group for: ACCOUNTING, FINANCE, OPERATIONS and CEO
In the first Workflow, filter in the first response, OnCondition by the Amount <301....and use Workflow User Group 1 (ACCOUNTING, FINANCE and OPERATIONS).
In the second Workflow, filter in the second response, OnCondition by the Amount>300....and use Workflow User Group 2 (ACCOUNTING, FINANCE, OPERATIONS and CEO)
In this way in the first one, you can use Auto-Approve (Approve the approval request of the record) once the first approver approves it.
In any case, the best alternative would be a), if you have something that differentiates the documents that FINANCE should approve VS the documents that OPERATIONS should approve and have Workflow Users Groups of only 1 approver in each level:
ACCOUNTING (1), FINANCE (2), CEO (3)
ACCOUNTING (1), OPERATIONS (2), CEO (3)
Cheers,
