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I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal approval status) on the record based on which user has approved.

After that when other user approves the record, I want to update other field(Picklist - financeapproval status). The record is submitted in only one step. Can anyone help how to achieve this?

Thanks!

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  • is that 2 approvals will be one by one, that first Legal will approve then automatically it will submitted for approval for Finance to approve? May 23, 2017 at 19:20

1 Answer 1

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You have to create 2 approval processes, not the 2 step approval.

Let's say in the process names will be Legal Approval process and Finance Approval Process.

  1. Legal Approval process, final approval action, do a workflow field update which will update picklist Legal approval status.

When you configure workflow field update be sure to select "Re-evaluate Workflow rules after field change" (otherwise Process builder's process will not fire).

  1. Create a Process Builder's process which will fire when Legal approval status is approved.

And, it will submit for approval of "Finance Approval Process".

  1. In the Finance Approval Process, create a workflow field update to Picklist - financeapproval status as final approval action.

That's it!

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  • I am not sure how to do it? Or I don't have enough points to do so.
    – P P
    May 24, 2017 at 17:58

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