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maheshkhisteLiv
Frequent Visitor

Need suggestions approval wf multi approval 1st response

Hi All,

I want to build an approval wf which is required 3 level approvals at each level there are multiple approvers and if anyone responds from group it should move ahead.
Another ask is at 3rd level ,approver signs doc and need to upload signed doc. There is no scope for Adobe sign ( as they don't want pay for license ) so how this step can be can be designed for ease from user perspective. Users don't want to leave outlook application want everything done thru emails ( no Ms teams ).
I already tried approval center method where it sends email with approval center link but the issue is if 1st approver from group respond there's no way for others users to check if it's awaiting for action until they go-to approval center. There's also confusion as it doesn't show to the task ,it's removed from approval center for others if anyone answered.

I want to have something like adaptive cards which should update itself but users are using outlook 2013,2016 ,pro plus not plus I think for adaptive cards in outlook it require some permissions I believe.
1 REPLY 1
manuelstgomes
Super User
Super User

Hi @maheshkhisteLiv 

 

You can easily have three nested approval flows to achieve what you want. The issue is with the signature. As a workaround, you can create an email with options, where one of the options is called "approve" or "sign," and then you would have the approval of the document you sent. If you need the user to upload a document, you can provide a shared folder that the user can upload.

 

If there's no budget for paid apps (have you checked DocuSign also?), then you need to create these types of workarounds.

 

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Cheers
Manuel

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