How to Select Approvers Whenever Needed - Jodoo

In some scenarios, the approvers of a workflow are not predetermined by the admin during the workflow design phase. Instead, they are selected during the approval process based on the actual conditions.

How to enable workflow participants to select an approver for the next workflow node whenever needed? Or how to set a dynamic approver? In this article, we will take member fields as an example. The same principles apply to department fields.

Demonstration

1. On PC

When initiating a workflow, select an approver for the next node. For example, select Jodoo Official as the initial approver.

The approver at the node is the member you selected when submitting data.

2. On Mobile

How to Select Approvers whenever Needed?

Step 1 Designing a Workflow Form

In Design, add a member field. The member selected will be the approver for the subsequent workflow review.

You can select a Member/Members field according to the number of approvers as you need.

If there is only one approver, select the Member field.
If there are multiple approvers, select the Members field.

Besides member fields, you can add other fields to enter approval comments, which will be stored to the system.

Step 2 Designing a Workflow

In the reimbursement approval, there are two approval nodes. The approver of each node should be selected at the last node.

1. Set the workflow start node.

Click the start node, go to Field Properties > Field Permissions, and tick Initial Approver under View and Edit respectively. Then you can select initial approvers during the approval process.

2. Set the initial review node.

The initial approver selected at the start node is set as the approver at the Initial Approval node.

At the initial approval node, not only do you need to review the application, but also need to select the approver for the next node.

3. Set the final review node.

As the final review node in the workflow, there is no need to continue selecting approvers. Only the node approver and related field permissions need to be set.

After finishing all the settings, publicize the workflow to the member who needs to submit a workflow.

I have finished reading. 🏆

👉I can't wait to SELECT APPROVERS WHENEVER NEEDED.

👉I need more HELP in Discord Forum.