Automation /Approval Help
Posted: 22 Apr 2024, 21:52
Hi, I'm checking to see if anyone could provide me with some guidance.
I have an entity that has several sub-entities underneath it that require approval, and they also have an automatic status assigned to them.
The automatic statuses I have for the sub-entities are pending, expired, and active.
I want to have a field inside the main entity that would signify that all of the sub-entities have at least one entry with an approval status as well as an approved status for each.
This might not be the best way to achieve my goal, so I'm open to suggestions! The goal is to track a person's certificates, have a specific user group approve such certificates, and then track when such certificates expire to have the user upload a new valid certificate for review (cycle continues)
I have an entity that has several sub-entities underneath it that require approval, and they also have an automatic status assigned to them.
The automatic statuses I have for the sub-entities are pending, expired, and active.
I want to have a field inside the main entity that would signify that all of the sub-entities have at least one entry with an approval status as well as an approved status for each.
This might not be the best way to achieve my goal, so I'm open to suggestions! The goal is to track a person's certificates, have a specific user group approve such certificates, and then track when such certificates expire to have the user upload a new valid certificate for review (cycle continues)