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Former Member
Jul 12, 2010 at 04:03 PM

Multi approvals for a single task



I have a requirement in my current assignment for a task with multiple approvals :

Marketing executive create one task or activity or campaign by maintaining employee responisble say Mr.X and save the document and document has to trigger to the Mr.X for approval .

Mr.X approve the task and he assigns 2 more responsible employees to approve this task/activity/campaign and he saves the document and system has to trigger the mail for approval to the new 2 employees .

and the 2 employees will approve and if they add some other team for further approval , then system has to trigger the mail for approval to newly added employees .

Like that, till the last employee approves and if he didnt assigned any further employee for approval , then only system has to set 'release status' to the document(Task / Activity / Campaign) for further process ... Till that last step it should be in blocked status only .

Can we map the above process in CRM?

I tried doing it with campaign automation , but there is only one level of approval is possible and it is not happening if there is multiple approval .

Please suggest