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When Multiple Approvers Exist at a Node

Introduce what are proceeding rules and how to set it.

Updated today

What are the Proceeding Rules?

There are two proceeding rules for workflow forms: All approvers submit and One approver submits.

  • All approvers submit: The workflow form will only proceed when all approvers have submitted their reviews.

  • One approver submits: The workflow form will proceed as soon as one of the approvers has submitted the review.


What Does It Look Like?

Different settings of proceeding rules will result in varying outcomes. For example, when set to All approvers submit, the workflow remains In Progress until all other approvers, in this case, Nicola and Haley, submit their reviews. However, if the setting is changed to One approver submits, the workflow will be marked as Completed as soon as one approver submits their review.


How to Set All Approvers Submit?

Step 1 Editing

Click and select Edit.

Step 2 Adding Approver

You can add approvers for the task node in Approver.

More than one approver is needed to complete the setup. You can find more members in Members.

Step 3 Setting the Proceeding Rule

Then click Proceeding Rules and select All approvers submit under When there are multiple approvers.

When the setting is done, click Enable to initiate the workflow and click to go back to the app interface.

Demonstration

Click the workflow form you just set up and submit a record.

After submission, you can review the form in My Tasks.

Then go to Processed, and you will see that the workflow is still In Progress. The workflow will only be marked as Completed when all remaining approvers submit their reviews.


How to Set One Approver Submits?

The initial setup procedures for One approver submits are similar to those for All approvers submit. You may refer to the earlier section of the document for guidance.

Setting Proceeding Rule

Select One approver submits under When there are multiple approvers.

Demonstration

Click the workflow form you just set up and submit a record.

After submission, you can review the form in My Tasks.

Then go to Processed, and you can see that the workflow is Completed while the one set to All approvers submit is still In Progress.


I have finished reading. 🏆

👉I can't wait to PROCEED RULES.

👉I need more HELP in Discord Forum.

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