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Looking to implement parallel approvals from multiple teams for changes

Elaine McMillan
Contributor
June 4, 2020

As part of the workflow I want to have parallel approvals from between 2 to 4 teams before a change can go forward for CAB approval. Each of the potential 4 teams have their own list of authorised approvers. The ideal would be that all members of all of the 4 teams are notified but if at least 2 approve then it goes into awaiting CAB approval. 

1 answer

1 vote
Joe Pitt
Community Champion
June 4, 2020

This is what I did. You can easily modify it

Approvals

You want several groups to approve an issue before proceeding. It requires a bit of work on the workflow, but simple stuff.  I use project roles for user permissions.

Create a select list for each area with N/A, Yes, No options

Create a transition from the status where you want them to approve for each group with the condition of only users in 'that' project role can execute it and the related select list must be empty. Each group will only see their transition and it isn't set. Have the transition go back to the initial status.

As each group completes the goes through their transition to approve or deny the transitions will disappear.

Now you need to decide how to proceed if there is a No selected by any group. I usually open a transition to a status of something like Rework Needed, or More Information Needed. and then go through the approving status again. If all options are Yes of N/A I make a transition to the next status available.

Elaine McMillan
Contributor
June 9, 2020

@Joe Pitt  would it be possible to share a picture of the looping transition and the related approval process

Joe Pitt
Community Champion
June 9, 2020

No. I did it on a past job. 

Elaine McMillan
Contributor
June 9, 2020

would it be possible for you to do a mock up for us? or would there be any way for us to connect with you?

Sanjay Prasad June 9, 2020

@Joe Pitt  I am still not clear on how you are looping it. We have 4 teams, and we have 4 yes selected for the cf's (as per your suggestion), do we create 4 transitions ? If so when  one team approves, the ticket moves to next status. Now how is the ticket moving back to the previous status ? How will the loop end ?  If you are available for a quick call that would be much helpful. 

Thanks

Joe Pitt
Community Champion
June 9, 2020

@Elaine McMillan Where are you located timewise. I'm in Maryland. I'm busy the rest of they day. Maybe tomorrow

Elaine McMillan
Contributor
June 9, 2020

that would be great. How does 09:30 (your time) suit tomorrow? And do you have a mail addr that I can invite to the call (please)

Joe Pitt
Community Champion
June 9, 2020

I'll be out until about 11, My email is joseph.pitt@gmail.com  email me the number you'll be calling from so I can put it in my phone otherwise it will go to voicemail 

Elaine McMillan
Contributor
June 9, 2020

Zoom call, is that ok. Just sent you the invite for 13:00 your time if that is alright

Joe Pitt
Community Champion
June 9, 2020

Guess I'l have to figure out Zoom. :) 

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