Multi-level Approval¶

Some records require approval from multiple levels. This page explains how multi-level approval works.

Principle of Multi-level Approval¶

Multi-level approval means that a record must pass through several levels of approval in a specific order. Each level has its approvers with appropriate permissions.

Example: 3-Level Expense Process¶

Employee → Manager → Director → CEO → Approved

Approval Process¶

Level 1 - Team Leader (Manager)¶

Role: First level of control

What they do: - Checks the legitimacy of the request - Verifies the correctness of data - Approves or returns for modification

After Approval: - The button for the Director becomes active - The Manager can no longer change their decision - The request proceeds to the next level

Level 2 - Department Director (Director)¶

Role: Second level of control

Visibility: The button appears only after approval by the Manager

What they do: - Checks budget and priorities - Verifies alignment with company strategy - Approves or rejects

After Approval: - The button for the CEO becomes active (if needed) - The request proceeds to the final level - Cannot return to the previous level

Level 3 - CEO (for high amounts)¶

Role: Final approval

Visibility: The button appears only after approval by the Director

Display Conditions: - Amount above a set limit (e.g., 50,000 CZK) - Approval of all previous levels - Special type of request (e.g., investment)

After Approval: - The record unlocks - Status changes to "Approved" - The process is complete

Conditional Approval¶

Some levels appear only if certain conditions are met:

Examples of Conditions¶

Amount: - Under 10,000 CZK: Manager only - 10,000 - 50,000 CZK: Manager + Director - Over 50,000 CZK: Manager + Director + CEO

Record Type: - Ordinary expenses: 2 levels - Capital investments: 3 levels - Contracts: Special workflow with the legal department

Department: - IT Department: approved by IT Manager - Marketing: approved by Marketing Manager - Finance: approved by CFO

Automatic Logic

The system automatically determines which levels are needed based on the set configuration. You don't have to worry about it.

Sequential vs. Parallel Approval¶

Sequential Approval¶

Approval takes place sequentially, one level after another:

Manager → Director → CEO

The next level waits for the previous one
Cannot skip a level
Each level sees the decisions of previous ones

Parallel Approval¶

Multiple approvers approve simultaneously:

        ┌─ Manager 1 ─┐
Request ─┤─ Manager 2 ─┤─ Approved (2 of 3)
        └─ Manager 3 ─┘

Everyone sees the button simultaneously
Approval from N out of M approvers is sufficient
Faster process

Configuration

The type of approval (sequential/parallel) is set by the administrator during workflow configuration.

What You See in Each Phase¶

As a Requester¶

You see the current approval status
Who has already approved
Who still needs to approve
You cannot edit the record during approval

As an Approver¶

You see the approve button (if it's your turn)
You see the history of previous approvals
You see comments from other approvers
After approval, the button disappears

As the Next Approver in Line¶

The button is inactive or hidden
You see that you are waiting for the previous level
You will receive a notification when it's your turn

Related Topics: - Working with Approvals - Basic workflow - Dashboard and Notifications - Tracking pending approvals