We have 2 Approval Groups
Approval Group-1 – Parallel Approval with First Responder Wins
Employee-A
Employee-B
Approval Group-2 – Parallel Approval with First Responder Wins
Employee-C
Employee-D
Requirement: When the transaction is submitted approval is generated in parallel to both Employee-A and Employee-B, After any one of the approver approves the notification goes to Employee-C and Employee-D in parallel for further approval.
Solution:
Please find the Sample Test case details as below. ( this is for 2 level of approval. You can create 3 or 4 level similarly based on your requirement)
Step 1:Create two approver groups as below
Navigation: ‘Approvals Management Business Analyst’ responsibility -> Business Analyst Dashboard
Click on the setup icon for the AME Transaction type you would like to do the setup for. (Example: Oracle Self Service Human Resources)
Click on Approver Groups Tab
Click on Create button.
Enter Approval Group Details:
Enter Name : Approval Group-1
Description: Enter meaningful Description For the Approval Group.
Order Number: 50
Voting Method: First Responder Wins
Usage Type : Static
Under Group Members enter the Approval members
Approver Type: HR People
Approve: Employee-A
Order Number: 1
Click Add Another Row button.
Approver Type: HR People
Approve: Employee-B
Order Number: 1
Click Apply button.
Click on Approver Groups Tab again to create the 2nd approval group.
Click on Create button.
Enter Approval Group Details:
Enter Name : Approval Group-2
Description: Enter meaningful Description For the Approval Group.
Order Number: 60
Voting Method: First Responder Wins
Usage Type : Static
Under Group Members enter the Approval members
Approver Type: HR People
Approve: Employee-C
Order Number: 2
Click Add Another Row button.
Approver Type: HR People
Approve: Employee-D
Order Number: 2
Click Apply button.
Step 2.Create two rules with exact same condition so that both the rules will be applicable .
Click on Rules Tab
Click on Create button (This will take you to Create New Rule: Enter Rule Details) to create a new Rule.
Rule 1:
Enter Name: Enter Rule Name
Rule Type: Pre List Approver Group
Item Class: Header
Category : Approver
Enter the Start Date and End if needed, otherwise accept default.
Click Next button (This will take you to Create New Rule: Add Conditions page)
Click on Add Condition button and Add condition. Example: WORKFLOW_PROCESS_NAME in (HR_PERSONAL_INFO_JSP_PRC) — This is an example use the correct condition as needed by your business.
Click Next button (This will take you to Create New Rule: Add Actions page)
Select Action Type: pre-chain-of-authority approvals
Action: Require pre-approval from Approval Group-1 — This is the Approval Group created in Step1 above.
Click Next button
Click Apply button after reviewing the details.
Rule 2:
Enter Name: Enter Rule Name
Rule Type: Pre List Approver Group
Item Class: Header
Category : Approver
Enter the Start Date and End if needed, otherwise accept default.
Click Next button (This will take you to Create New Rule: Add Conditions page)
Click on Add Condition button and Add condition. Example: WORKFLOW_PROCESS_NAME in (HR_PERSONAL_INFO_JSP_PRC) — This is an example use the correct condition as needed by your business, this needs to be same as the above Rule.
Click Next button (This will take you to Create New Rule: Add Actions page)
Select Action Type: pre-chain-of-authority approvals
Action: Require pre-approval from Approval Group-2 — This is the Approval Group created in Step1 above.
Click Next button
Click Apply button after reviewing the details.
This completes the AME setup.
In this scenario, All the approvers in the approver groups Approval Group-1 and Approval Group-2 got the notification in parallel at once. One approver from Approval Group-1 approved then the notification is sent to approver in approver group Approval Group-2 in parallel. Once approver from Approval Group-2 approved then the notification from other approver from this group Approval Group-2 is removed which is expected. After at least one approver from each group approved , the request is approved completely.
