I am exposing myself to Approvals for the first time ever (from scratch, at least). I had an assumption about them that so far is proving wrong. I would appreciate some guidance as I'm see no help that tells me there IS a way to DO this.
I want to have FOUR STEPS in an Approval process - but I want each step to be done by the same person/queue. I do NOT want to reassign it (nor do I want the person at each step to have to assign it).
I've looked at various possibilities (User lookup on User record so I can auto-assign to "that user", like "Manager", except "that User" would be the SAME user) (Hierarchial Lookup)... I can't come up with an idea.
I don't want the process to be tedious.
- Start an Apprvoal
- Approver does four steps and marks them done as they go
- Final approval ends the process
I just need four things confirmed and/or done, before Approval is given on the Record and next steps can be taken. I plan on updating date/time markers "per step" as they're done (that step in the Approval is accepted).
Any thoughts? I have pigeonholed myself into Approvals, where the solution may be elsewhere.