Many approvers - advanced task or multiple paths with a standard task?

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Stephen Otis

• February 12, 2021 22:18

I have a use case where there may be minimum three up to nine approvers.  The process initiator needs to know who has approved and who hasn't at any point in time.  Does an advanced task do this or do I need to run multiple process paths with standard tasks for each approver and write to a data entity or SharePoint list who has approved and who hasn't?

Thanks

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  Aravind Rajanna

  • February 13, 2021 03:50

  Hello Stephen,

  With standard task you can make use of Maximum participant property and have multiple task get assigned to all the participants. Please have a look into the below screen capture and documentation link for your reference.

  https://documentation.agilepoint.com/8000/appbuilder/cloudenvShapeeForm.html

  

   

  Regards,
  Aravind Rajanna

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  Stephen Otis

  • February 15, 2021 16:05

  Thank you - I see how this assigns to multiple users and have tried it out.

  What is the best way to inform the process initiator who has approved and who hasn't with multiple approvers on the same standard task?

  Thanks

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  Aravind Rajanna

  • February 16, 2021 06:05

  Hi Stephen,

  The scenario look like you need an Approval History to keep track on who has approved and not.

  Please follow the below Steps:

  1. In the Standard activity form, keep a hidden subform control.
  2. Add 3 fields to the subform (ApproverName , Approver Decision, DateTime) and add the number of rows to subform with Approver name.
  3. Before submit, need to write script to update the Approver History Table.
  4. Configure subform Approval History in the email activity so that initiator will come to know who has approved it and not.

  Regards,

  Aravind Rajanna

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