Hi,
Need some help to figure out how to make multiple approval chains dependent on each other. I'm doing multiple approval chains because we need two approvers to approve at the same discount level. If I put them in a approval group, only one has to approve when we want both to have to approve. So we are investigating using multiple approval chains.
Issue is that we don't want the approval request from the second approval chain to be requested until the first approval level in the first approval chain has been approved.
For example -
Chain 1 Chain 2
Level 1 - requested
Level 2 - assigned Level 2 - assigned
Then once Level 1 approves in Chain 1, then:
Chain 1 Chain 2
Level 1 - approved
Level 2 - Requested Level 2 - Requested
Only when both level 2 approvers have approved, then the quote is approved.
Ideas greatly appreciated. #Salesforce CPQ & Billing
Hi Emily,
If you want to use groups for approval and require that all members of a group must approve before the Approval is approved, you can set the Unanimous field on the group's Approver record to TRUE. This will ensure that all members of the group must approve.
When using Approval Steps and Chains, it is my understanding that Advanced Approvals will always trigger the "first" approval in a chain, regardless of step (which is consistent with your diagram and reported results).
If you set the Approver group to be unanimous with the Level 2 approval in Step 2, would that meet the requirement?
