Adding Approver

Note: The Add Approver function is only available in the new version of workflow. Users who created Jodoo accounts before October 12, 2022 should transfer the existing workflows to the new version to perform the function. Jodoo will help these users do so later.

Introduction

Functions

In a workflow, if the current approver cannot make a decision, and the workflow needs to be added a new approver, the current approver can perform the Add Approver function. You can add an approver in the following ways:

Application Scenarios

No matter how perfect your workflow is, sometimes you need to modify the workflow to cater to your actual needs.

In contact reviewing, you may need members of technical and production departments to review contacts. In expense reimbursement, you may need a department head and a finance manager to review the reimbursement. If the amount of reimbursement is too large and the financial manager has reviewed the workflow, a general manager should confirm the workflow in order to ensure that the amount of the expense is correct.

At this time, you can set Ways to Add Approver to add an approver to review the workflow.

Preview

In a workflow, if you enable Add Approver, an approver can add a new approver when reviewing the workflow.

Setting Procedure

Where to Set

Select the node, for which you need to add a new approver, and enable Add Approver in Advanced.

After enabling Add Approver, you can set Button Text.

How to Add an Approver

Select an option from the drop-down list of Proceed to the Next Node When to determine the ways of adding an approver.

1. Select Add Pre-approver or Add Post-approver

If you select Any one of the approvers submitted, an approver can select Add Pre-approver or Add Post-approver when reviewing a workflow.

To be specific, the approver can add a new approver who can review the workflow before or after the approver.

2. Add an approver

If you select All approvers submitted, an approver can add a new approver to the current node when reviewing a workflow.

Setting Field Permissions for Added Approver

The field permissions of an added approvers are the same as those of the current approver.

Demonstration

1. On PC

2. On Mobile

Notes

1. You cannot select current approver as an added approver.

2. When reviewing, the added approver will trigger the validations, such as Required, No duplicate values, and Validations on form submission.

3. The field permissions of an added approver are the same as those of the current approver, such as View and Edit.

4. If you select Add Pre-approver, the workflow reviewing notifications in the next approvers' My Tasks will be removed. After the added approvers reviews the workflow, they will handle the rest parts of the workflow. Other approvers will not receive notifications in My Tasks anymore.

5. If you select Add Post-approver, the workflow reviewing notifications in the other approvers' My Tasks will be removed. After the added approver reviews the workflow, the workflow will flow to the next node directly.

6. When an added approver is reviewing a workflow, no more approvers can be added.