How To Create Multi-Level Approval Workflows
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How to Create Multi-Level Approval
How to Create Multi-Level Approval Workflows in Freshservice
Freshworks Freshservice Tips and Tricks Video/Blog series.
Multi-level approvals refer to a workflow process ensuring that a request or action must be approved by multiple people at different levels of authority before it can be completed.
Approvals can also serve as a way of verifying the accuracy of a completed task or project. For example, individuals may seek approval from their manager to confirm/review that the work has been performed correctly.
*Freshservice Tips and Tricks to Always Remember*
Tip: Always test your approvals to make sure no portion of it conflicts.
Tip: An easy way to perform a test run is by putting yourself in as the recipient of the approval.
Tip: Make sure the approval blocks flow both ways, to the approved and the rejected, making sure you notify the end-user/customer if the approval gets rejected.
To perform a Multi-Level Approval, follow these steps:
1. Go to the Admin tab.
2. Select the Workflow Automator option from the left-hand menu.
3. Select “New Workflow.”
4. Choose if the approval is Event-based (for an event to occur on a ticket) or Scheduled (time/date).
5. Name the workflow and set the trigger conditions for when it should be activated (e.g., event-based workflows: when a new ticket is created, when a certain priority level is set,). This is the first step in the workflow, and it determines when the approval process begins.
6. Add a Condition Node with appropriate conditions (e.g., the request requires budgetary approval).
7. Add an Action Node, and in the node, select “Approval Request.” This is where you specify who needs to approve the request and what type of approval is needed.
8. Specify who needs to approve the request (e.g., a specific agent, a group of agents), the type of approval (e.g., single approval or unanimous approval), and any additional conditions that need to be met. You can also set a time limit for the approval process to keep it moving efficiently.
9. Repeat steps 6 and 7 for each additional level of approval needed. If you need multiple levels of approval, add them here by clicking the "Add" button and following the same steps as before.
10. Under the "Notifications" section, set up notifications to be sent to the appropriate parties when an approval is requested or completed. This is where you can specify who gets notified and how often.
11. Click on the "Save" button to activate the multi-level approval workflow. After saving the workflow, it is active and will be triggered when the conditions you set are met.
To read the companion blog to this video:
blog.flycastpartners.com/freshworks-freshservice-s…
For more Freshservice Tips and Tricks videos:
• Freshworks Freshservice Tips and Tricks
Freshservice Tips and Tricks blogs:
blog.flycastpartners.com/freshworks-freshservice-s…
For more information about our Freshservice Professional Services:
resources.flycastpartners.com/freshworks-freshserv…
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در تاریخ 1402/06/02 منتشر شده
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