Some workflows require two stage approvals where a final approval from a senior manager or group is only required after an initial approval is provided by a supervisor or equipment manager. You can use the Add or Set Approvers workflow task to handle this situation.

Workflow Trigger Setup

First, create a workflow trigger that will run on your resource(s) for the Event Object of Status Events and the Event Type of Modifications, with the Sub-event type of Approved. In plain language, this means that this trigger will run when a reservation status changes from pending to approved.

Task Setup

Add the Add or Set Approvers task and select who your second level approvers will be. Typically you will want to Append these approvers to your list to maintain the original approval records.

Overview of Events

When configured as above the following workflow will be enabled:

1) A user will make a reservation that, presumably, has an approval requirement set up on the resource itself. The reservation, therefore, is initially in the "pending" state.

2) Once the initial approval conditions are met the reservation will be transitioned into the Approved state.

3) Within 30-60 seconds, your workflow trigger will run to append your secondary approvers onto the reservation and flipping the reservation back to the Pending state.

4) Once the new approver approves the reservation it will flip back to the Approved state and while the workflow task will run again, the approver will already be on the reservation and so no changes are made.

More Complex and Multi-Stage Approvals

If you require multiple stages of approvals or more advanced logic, the Add or Set Approvers task can be combined in a workflow with a Script task to decide when to run. For example, a script could inspect the approvers set and decide, based on that information, which next stage of approval addition to add.