how do i make it so that anything under 250m requires 2 approvals from 2 different roles? all i got so far are these
should i use the stages case? or should i use the business rules?
here's how i want to make it,
if the limit amount recommendation is 250mil or higher then it requires the approval from 3 different roles to pass, if it is 50mil-250mil it requires the approval of 2 different roles to pass, and if it is under 50mil it requires the approval of only 1 role to pass,
can anyone provide me with a way to implement this into creatio, with images if possible or detailed instructions
i am using creatio version 8.2.2
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Hello.
A more reliable and flexible solution for your task would be to implement a business process that triggers upon the creation or modification of a record. This process can check the value of the "Limit Amount" field, and if it meets or exceeds the specified threshold, initiate an Approval workflow using the "Approval" process element.
The Approval element provides extensive functionality:
- It allows you to define one or multiple approvers (users, roles, or dynamically set participants).
- You can customize the approval conditions and logic, including escalation or repeated approvals.
- The process can branch based on the outcome (approved/rejected), enabling you to build comprehensive approval flows.
You can learn more about the capabilities of this element in the Academy article: Approval process element – Creatio Academy.
This approach ensures greater flexibility, maintainability, and future-proofing for your use case.
Best regards.
Antonii.