What is the Adding Approver Feature?
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:
Proceed to the Next Node When | Ways of Adding Approvers |
Any one of the approvers submitted | Add Pre-approver Add Post-approver |
All approvers submitted | Add Approvers |
Note:
The Add Approver function is only available in the new version of the 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.
When to Use the Adding Approver Feature?
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.
What Does It Look Like?
1. On PC
2. On Mobile
How to Set the Adding Approver Feature?
Step 1 Entering the Setting Page
Enter the Setting Page and switch to Workflow.Select the node that needs to add approver, then go to Node Properties >> Actions >> More actions and enable Add Approver for the node, as shown below.
Step 2 Editing Button Label
You can customize the button name in the Button Label field, or click Restore Default in the upper-right corner to restore the default button name.
Step 3 Designating Alternate Approver
You can Designate Alternate Approver to select the range of approvers that can be selected when performing the Add Approver action. Click Select a member or department.
Departments: Select members from departments.(Supports Automatically check all supervised departments.)
Roles: Select roles from role groups .
Members: Directly select members from the departments or contacts.
Note:
When roles are selected, the Roles category will not appear on the approver selection page. Instead, members under the selected roles will be displayed in the Members category.
Step 4 Configuring the way of adding approver
The way of adding approver depends on the node’s When there are multiple approvers setting.
Select an option from the drop-down list 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.
Step 5 Setting Field Permissions for Added Approver
The field permissions of added approvers are the same as those of the current approver.
More to Know
1. You cannot select the 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 review 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.
I have finished reading. 🏆
👉I can't wait to ADD APPROVER.
👉I need more HELP in Discord Forum.