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How to enable approval workflow using tree hierarchy structure in EDM

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edited Mar 21, 2024 1:42PM in Enterprise Data Management 1 comment

Summary:

Approval Workflow policy using a hierarchy structure

Content (please ensure you mask any confidential information):

The customer would like to follow the tree hierarchy structure for the approval policy in EDM. Please find the sample structure below for reference.

  • Approver Y
    • Approver X
      • Submitter A
      • Submitter B

The conditional criteria are as follows:

  1. If submitter A or B creates a request, it must ONLY be sent for approval to Approver X. If the request is created by Approver X, then it must be sent for approval to Approver Y.
  2. Additionally, if a request in Approver X's queue is not approved within one working day, it must be sent for approval to Approver Y.

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