Step 2 ensures the case always goes to the Manager for approval
Look at the note related to Step 3
"Any case that reaches this approval shape is routed to the manager for review. The case cascades to the director if the USD80,000 threshold is reached or exceeded, and to the VP (the director's manager) if the USD120,000 threshold is reached or exceeded."
Does that mean Step 3 too routes to Manager for approval? (Step 2 already does that !!!)
The cascading shape has Approval level "Custom"
(When => Levels)
VPApproval => 3
Director Approval => 2
Now, does this cascading logic stops evaluating (top to bottom) the above WHEN rules when the first WHEN rule is true
or does it evaluate all WHEN rules regardless?
If VPApproval is true, does it go to the 3rd level directly for approval, or does it go though all levels up beginning from 1st until 3rd is reached?
In other words, if Level=3, does it go to level 1, 2 and 3 for approval or does it go to level 3 only and directly?
If VPApproval is true and approval goes to all levels until 3rd, then wouldn't DirectorApproval (then next WHEN rule) repeat for levels 1 and 2? (This won't be an issue unless the cascading logic stops after the first WHEN condition is met)
If VPApproval only goes to level 3, then isn't it going to level 3 first before DirectorApproval for level 2 has been met yet? In this case VP gets approval assignment even though the Director maynot have approved yet?
Q1) You are correct the way the exercise is set up you would have the Manager approve the candidate twice. When teaching the course as an Instructor Led Course I have my students modify the Manager Approval step and add the Cascading Approval to it.
In addition, you will need to create the ManagerApproval When rule:
Q2) As you can see I have listed the Cascading Approvals from VPApproval to ManagerApproval. However if you reverse the order from ManagerApproval to VPApproval, then Pega requires an approval for Manager and Director but not the VP. I found this to be odd as I would think it would either evaluate until one item is true or evaluate all. I am not quite sure why it does this. I do know that listing from VPApproval to ManagerApproval will work as I have tested each scenario.
I have the below requirement "Say if the case is approved by Approver1 it has to go to Approver2 and if it is approved by him the case should go to Approver3 and so on' .. Can i achieve this custom level here. The approvers are neither reporting managers nor fall under reporting structure.