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Finance | Project Operations, Human Resources, ...
Suggested answer

Add approver to the workflow

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Posted on by 13
Hello everyone,
 
I have a question about workflows.
 
There is a workflow I am using for approving timesheets. The workflow is set so the approving is required only by Project manager
 
 
What I need to do is add another approver to the workflow. The approver should be Sales Manager of the project. I know only how to add the next step to the workflow with the Sales Manager as approver, like this:
But in this case, the step 2 will be hit after Step 1 is finished (approved by Project manager), am I right?
 
The result I need:
- timesheet is assigned for approving to the Project manager (like it is now) but also to the Sales manager and it should be enough when the workflow is approved by one of them, when Project manager or Sales manager approves the workflow, the workflow is finished and the approving by the second role is not needed.
 
Sorry for maybe stupid question, this is first time I am working with workflows and could not find the answer on the internet.
 
Thanks in advance, 
Sayah
 
 
  • Suggested answer
    Avadh Shah Profile Picture
    52 on at
    Add approver to the workflow

    Hi Sayah,

    Please add both users to the user tab of the workflow.

    For approval, indicate that either one approval is sufficient or specify that 50% approval is required.

    Thanks,
    Avadh Shah

  • Maria Nastevska Profile Picture
    171 on at
    Add approver to the workflow
    Hi Sayah,
     
    Alternatively, maybe you can try adding the Sales Managers to the list of your Project Managers?
    In that way, you can set up the workflow to require a single approver only, and that can be either the project manager or the sales manager.
     
    Please test this as I haven't tested it myself.
     
    Thx!
    Maria
     
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    294,430 Super User 2025 Season 1 on at
    Add approver to the workflow
    Hi Sayah,
     
    In this scenario, the standard features will not fulfill your requirements. If you need one approval element that both the project sales manager and project manager can act on, this will require customization. It is possible to extend the project participation provider or create a new provider with X++ coding.

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