Flexible Approvals

To make an approval process more flexible, you can separate the approvers set making their decisions mandatory and non-mandatory.

A mandatory approver can either Approve or Reject the approval task; the non-mandatory approver can either ignore (what is equal to Approve) or Reject a task.

Flexible approvals are configured via User approval workflow activity (the article is to update). 

https://home.simpleone.ru/record/documentation/158339980313802460

https://home.simpleone.ru/record/documentation/158712357912347872

https://home.simpleone.ru/record/documentation/158712356218812411

https://home.simpleone.ru/record/user_story/158151263316335985

https://home.simpleone.ru/record/user_story/158322636412855173

Configuring participants

In general, to configure participants, please specify the approval conditions in the Approval block in your workflow.

For mandatory participants, please fill in the fields below on the Mandatory Participants tab of the Approval block properties:

1. Employees / Groups / Roles (you can fill in one of these fields)
2. When approved - define the approval logic
   1. Approval Conditions - specify the approval conditions
   2. Rejection Conditions - specify the rejection conditions.

If your process requires non-mandatory participants involvement, then, please complete the steps below:

1. Select the Non-Mandatory Participants checkbox when configuring your Approval block properties. The Non-mandatory participants tab appears.

Participant properties

To make an approver mandatory in a particular process or task (for example, Change Request authorization), 

Mandatory participant properties

Their reaction is mandatory to authorize a request. Available actions:

1. Approve a request.
2. Reject a request. 

Non-mandatory participant properties

Their reaction is not mandatory for authorization. Available actions:

1. Ignore request.
2. Reject request.

Example of usage

RACI Matrix