Supporting Custom Event Team Member Roles in Multi-Step Approval Processes

Certain event workflows may require multiple levels of approval, for example, an event that requires approval from both the organizer’s manager as well as the company’s finance team. In these cases, specific action is required to ensure all levels of approver are assigned the appropriate Event Team Member role.

Configuring Object Workflows for Event Approvals

Creating Event Actions for Multi-Step Approval Processes as

1. Create the appropriate levels of approval in the workflow by creating Workflow Decisions.

2. Ensure the verdict that approves the event and advances the workflow is exactly labeled Approve.

   This label can be translated, see About Language & Region Settings for more information.

3. Navigate to the Event Actions section of appropriate em_event_configuration__v record.
4. Select Create.

5. Populate the following fields:

   • Button Name – Approve
   • Starting Status – The event’s status in the workflow when the next approver is assigned
   • Ending Status – Vault Workflow
   • Approver Role – Select the appropriate role the next approver should be assigned
   • Country Override – This field is optional
6. Select either Save or Save + Create.

Assigning Approvers in Multi-Step Approval Processes as