Configuring parallel and sequential approvals

Configuring parallel and sequential approvals

How to set up parallel approvals
Parallel approvals have multiple Approvers assigned to the same step, approval can be required from any or all of them. 

To set up a parallel approval:

  1. In ApprovalMax, go to Workflows and settings and open the workflow where you want to apply parallel approval logic.
  2. Add all necessary Approvers to a single approval step by clicking on Add an Approver:
                       
  1. Use the approval condition setting to select whether any or all must approve before the document moves on:
            
          

            Below, you see the selected approval condition "All", which determines that all Approvers have to approve:

                  
  1. Click on UPDATE THE WORKFLOW to save and activate the approval step.

Here's a quick video overview:





How to set up sequential approvals
With sequential approvals, Approvers are assigned across multiple steps, and the request moves forward only after each step is completed in order.

To set up a sequential approval:

  1. In ApprovalMax, go to Workflows and settings and open the workflow where you want to apply sequential approval logic.

  2. Create multiple steps by clicking on the  icon and add one or more Approvers in each. The document proceeds to the next step only after the previous one is approved.

        
  1. Click on UPDATE THE WORKFLOW to save and activate the approval steps.

Here's a quick video overview: 
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