Dynamic Workflow Design

TStimpson
TStimpson
in Modeling

Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time.

This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals.

Below is my 2 step prototype to test this out:

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The module feeding the Decision tasks:

Rows: CapEx Project list (parent: Profit Center)

Columns: Roles list, line items (user formatted as user list & approval as boolean)

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The Approver selection in the Workflow Template:

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I plan to have one Decision Task/step per role to approve in the process (ie Site Manager above). Project is synced to workflow to allow the CapEx Project requester to submit one project at a time.

I'm not having any issues and I believe I so far have this working as expected. Does anyone have any feedback or better practices I could use to make this cleaner?

Thanks in advance for any responses!

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