Question

Cascading Approval

If we are using cascading approval with reporting structure, then it uses the workbasket or the operator ID only for the approval.

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Pega
December 11, 2017 - 4:45am

Hi Devender,

Thanks for posting on PSC.

The Reporting structure has two default single-level modes for routing an approval — either the submitter's reporting manager or workgroup manager. The manager information is defined in each submitter's operator ID and associated workgroup. If the operator ID lists more than one workgroup, Pega uses the default workgroup to determine the workgroup manager.

You can assign levels of approval to route cases up the organization's management hierarchy:

         One       —     This is either the reporting manager or the workgroup manager you specified.

         All          —     This is the submitter's entire manager hierarchy.

         Custom —     This is a specified number of levels as determined by the evaluation of when rules. Specify a                                   manager at each approval level and define a cut off with a when rule for each manager. 

Please refer this link(Very Important):- https://pdn.pega.com/route-cases-approval-cascading-approval-smart-shape

Hope it clarifies your doubts, please mark it answered if it does.

Regards,

Asif