Configure workflow with multiple approval routes

You can define multiple workflow routes in Vera Workflow. You can also define unique route templates in the Vera Approval Policy for each workflow route by adding a constraint to the workflow that defines the record's current state.

For example, you can define a defect workflow with the following workflow states:

States	Type	Trigger	Action
Draft	GENERIC	Route for Review	Transition to Routing for Review
Routing for Review	ROUTE	Route Complete	Transition to Accepted
Routing for Review	ROUTE	Route Rejected	Transition to Cancelled
Routing for Review	ROUTE	Withdraw	Transition to Draft
Cancelled	GENERIC	Reopen	Transition to Draft
Accepted	GENERIC	Start Work	Transition to In Progress
In Progress	GENERIC	Ready to Verify	Transition to Fixed
In Progress	GENERIC	Move back to queue	Transition to Accepted
Fixed	GENERIC	Rework Requested	Transition to In Progress
Fixed	GENERIC	Route for Approval	Routing for Approval
Routing for Approval	ROUTE	Route Complete	Transition to Approved
Routing for Approval	ROUTE	Route Rejected	Transition to Rejected
Routing for Approval	ROUTE	Withdraw	Transition to Fixed
Approved	COMPLETE	N/A	N/A
Rejected	GENERIC	Rework Requested	Transition to In Progress
Rejected	GENERIC	Route for Approval	Routing for Approval

Create route templates for workflow routes

You can create route templates for each workflow route in the approval policy. Add constraints to the route templates using the current state to differentiate the workflow routes.

In this example, the defect workflow has two route states:

States	Type	Trigger	Action
Draft	GENERIC	Route for Review	Transition to Routing for Review
Fixed	GENERIC	Route for Approval	Routing for Approval
Rejected	GENERIC	Route for Approval	Routing for Approval

The record is in Draft when the record is routed for review. The record is in Fixed or Rejected state when routing for approval. You can use state constraints to define the approval template for routing for review and routing for approval.

Approval template	Route state	Record state	Constraint
Defect Review	Routing for Review	Draft	State Is "Draft"
Defect Approval	Routing for Approval	Fixed or Rejected	State Is One OF "Fixed, Rejected"

Approval policy examples

The following examples show how to configure the approval policy for the defect review and defect approval route templates.

Defect Review route template

This route template applies when the record is in Draft state:

Copy

{
   "Name": "Defect Review",
   "Rank": "1",
   "Record Types": [
      "qTest Defect"
   ],
   "Levels": [
      {
         "Name": "Level 1",
         "Approvers": [
            "Defect Manager"
         ]
      }
   ],
   "Constraints": [
      {
         "Type": "State Is",
         "Ignore Case": true,
         "State": "Draft"
      }
   ],
   "Prevent Author Approval": null,
   "Signatures Required": "true",
   "Allow Multi Task Approval": null
}

Defect Approval route template

This route template applies when the record is in Fixed or Rejected state:

Copy

{
   "Name": "Defect Approval",
   "Rank": "2",
   "Record Types": [
      "qTest Defect"
   ],
   "Levels": [
      {
         "Name": "Level 1",
         "Approvers": [
            "Business",
            "Technical"
         ]
      },
      {
         "Name": "Level 2",
         "Approvers": [
            "Quality"
         ]
      }
   ],
   "Constraints": [
      {
         "Type": "State Is One Of",
         "Ignore Case": true,
         "States": [
            "Fixed",
            "Rejected"
         ]      
      }
   ],
   "Prevent Author Approval": null,
   "Signatures Required": "true",
   "Allow Multi Task Approval": null
}