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
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:
- Approve a request.
- Reject a request.
Non-mandatory participant properties
Their reaction is not mandatory for authorization. Available actions:
- Ignore request.
- Reject request.
You can configure your approval rules so that the first reject from the non-mandatory participant will cancel the approval process. For this, you need to use the options listed below in your Approval block:
- Non-mandatory participants checkbox is selected
Example of usage
RACI Matrix
| Procedure | Process Manager (for example, Change Manager) | Mandatory approver | Non-Mandatory approver |
|---|---|---|---|
| Approval | A | R | I, R |
