Parallel Approval Workflow

Use Case

Parallel Approval Workflow - requires approval from a group of people, in any order - they can submit their responses (approve/deny) concurrently.

Configuration

Pricefx approval workflow consists of a sequence of approval steps - ApprovalStepDTO.

To make an approval step parallel, you need to:

• Assign approvers:

  • Either a list of particular users - withApprovers()

  • Or a list of user groups - withUserGroupApprovers()

• Set the minimal number of approvers:

  • How many users must approve the step - withMinApprovalsNeeded()

  • Or how many users from each group must approve the step - withMinApprovalsForGroups()

  If the necessary number of approvals required for an approval is reached, the document is regarded as having been approved.

Optional Behaviors

One User in More Approval Groups

In the case, when a user can be a member of more groups within a single parallel approval step, you can set up a behavior of the approval/denial actions for the parallel approval step.

• The user can execute an approval/denial separately and independently on behalf of several groups (to which they belong) of the step. See the method withSingleUserMultiApprovalAllowed(boolean).

  • TRUE - A user is allowed to do more approvals (on behalf of more groups), within a parallel approval step.

  • FALSE (default) - A user can make only one "approval", i.e., only on behalf of one group, within a parallel approval step.

• The user will approve all parallel groups, he/she is entitled to, in single approve action. Remember, that you can allow this behavior only if the user is allowed to do the more approvals within a parallel approval step. See the method withParallelStepApprovalAllowed(boolean).

  • TRUE - A single approve action will cause the approval of all groups (the user is entitled to) within the parallel approval step.

    • In the UI, when the user is allowed not to select a specific group, and click the Approve button. This way they will approve on behalf of all groups, to which they belong.

    • In the Email, the Approve button will approve on behalf of all groups, to which they belong.

  • FALSE (default) - User’s approve action will approve only on behalf of one group.