Hello all, looking for some assistance. I need to set up an approval process. What I’d like is, when a task is marked as ‘complete’, it triggers a task that seeks approval from a predefined approver - approval being needed before the task is marked as complete… Any ideas…? Thank you…!
Hi @Owen_Buck this could be accomplished with two sections, a few rules and a subtask (Approval).
First I would create a section titled Completion Approval and another section titled Complete. I would then create a rule that says When Task completion status is changed > Check if Task is marked as complete AND Section is not Completion Approval > Do this Move to section Completion Approval AND Change competion status to incomplete (optional) AND Create approvals (assign this approval subtask to the predifined approver).
From there you can create a rule that says When all subtasks are marked complete Check if section is Completion Approval > Do this Change completion status to Complete task (optional - assuming it was marked incomplete as above) AND move to section Complete.
It is important to note that if you use an approval vs. a subtask, changing the status of the approval to approved, needs changes, or denied will all cause the completion rule to trigger. As an alternative, you could also use a subtask, instead of the approval, that instructs the approver to simply mark the task complete again.