User Hierarchy
For our online catalog, we're going to have multiple users contributing to it and approving those changes. Is possible to set those users up in a hierarchy, chain-of-command-like approval process?
As an example, say users in group D make content changes through a workflow. Can users in group C get a notification and have authority to approve only those changes? Those changes and approvals would then go to group B, and so on and so forth...
Alternatively, can we set up a circular process (Users in group D make a change, but must be approved by group A before moving on to group C)?
If possible, how can we set this up?
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Support Staff 2 Posted by Charlie Holder on 01 Sep, 2011 09:33 PM
This is totally possible.
In your Workflow, you would have a different step for each group reviewing.
Imagine the Workflow kicks off and goes to a transition step: Group C Review, which would have a group assignment and not a user assignment. That step has a couple of actions, maybe to send back for changes and approve to Group B.
From there it would go to another transition step: Group B Review, which would have the same type of group setup. It could have a few actions as well, send back to C, send back to owner (the person that started the Workflow in the beginning), approve to A.
The main idea is that you'll want a different step for each group reviewing the content and you'll be able to assign a certain group of users the ability to take action on it.
This is a pretty complicated Workflow process so it may take a few minutes to get it working the way you want.
I actually have a similar Workflow that I built that might help you get started. Give me a minute to post it on our Github repository for Sample Workflows. Might be better to place it there long-term rather than just attaching it to this thread.
Support Staff 3 Posted by Charlie Holder on 01 Sep, 2011 09:48 PM
And here it is:
https://github.com/hannonhill/Cascade-Server-Workflow/blob/master/A...
Hope this helps!
Tim closed this discussion on 09 Feb, 2012 01:57 PM.