Skip to main content
Question

workflow

  • August 27, 2025
  • 2 replies
  • 21 views
O
Forum|alt.badge.img

Is there a way to configure the approval workflow so that if the same person is assigned to multiple workflows, they only get a notification once all the previous steps in all those workflows are completed? I’d like to avoid premature notifications and instead have them grouped so the approver is only pinged when it’s actually their turn in all of them.

    2 replies

    B
    Forum|alt.badge.img

    Hi ​@OConnor! There isn’t currently a way to sync workflow notifications in this way. Would it make sense with your use case to utilize the ‘Immediately present for approval to all levels’ feature? Emails/slacks would still be triggered when it is their step, but this would place all pending approvals in the approver’s dashboard so it would always be ‘their turn.’ 

     

    J
    Forum|alt.badge.img

    I will add to Bradley’s suggestion, coming from a different angle, that I would personally not recommend  to delay approval workflows. The design philosophy behind the current approvals behavior is to ensure that quotes can be sent out to the customer in minimal time, avoiding bottlenecks.

    This is why, in the case of an approver who is part of multiple approval chains within the same quote, we only send out a single approval request rather than one for each individual approval. We send it when it’s his turn in the quickest chain he belongs to, 

    Dealhub asks for the approver to then approve or reject the quote based on all the parameters he governs. This allows the current chain to continue running to the next approver without delay or interruption, while other approvers are still pending.

     

    B
    Terms & ConditionsCookie settingsAccessibility statement