How To > Complex approval workflows
Multi-level approval loops
Want approval workflows where rejections send work back for fixes? Here’s how. You’ll build multi-level approvals that automatically reopen previous steps when someone hits reject - keeping quality high without grinding everything to a halt.
You know those approvals that need multiple sign-offs? Multi-level loops handle them perfectly:
- Financial approvals: Purchase requests that need manager approval, then finance approval, then executive sign-off
- Content publishing: Draft → Editor review → Legal review → Final approval
- Contract management: Initial draft → Department head → Legal → CFO → CEO
- Quality control: Product inspection → Supervisor check → Quality manager sign-off
Here’s the magic - when someone rejects at any level, the work automatically bounces back to whoever needs to fix it. No chasing people down.
Here’s how your multi-level approval workflow flows with automatic rejection handling:
What to notice:
- 🔄 Every rejection automatically re-opens the creation task - no manual tracking needed
- 🎯 Later approvals only show after earlier ones pass (visibility rules1 control this)
- 💡 COO rejection can re-open multiple steps simultaneously for faster corrections
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Set up your approval chain steps
Start with your template and map out who approves what. You’ll use Approve/Reject type steps:
- Step 1: “Create wire transfer request” (Regular task)
- Step 2: “Manager review” (Approve/Reject)
- Step 3: “Finance department approval” (Approve/Reject)
- Step 4: “COO final approval” (Approve/Reject)
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Create re-open rules for each approval level
Next, set up what happens when someone hits reject. For each approval step, create a status action2 rule:
Rule 1: Manager rejection reopens creation
IF (Manager review) is RejectedTHEN Re-open task "Create wire transfer request"Rule 2: Finance rejection reopens creation
IF (Finance department approval) is RejectedTHEN Re-open task "Create wire transfer request"Rule 3: COO rejection can reopen multiple steps
IF (COO final approval) is RejectedTHEN Re-open task "Create wire transfer request"AND Re-open task "Manager review" -
Add visibility rules to control flow
Don’t show later approvals until earlier ones pass. Simple:
IF (Manager review) is ApprovedTHEN Show "Finance department approval"IF (Finance department approval) is ApprovedTHEN Show "COO final approval"
Need different approvers for different amounts? You can route based on any criteria:
IF (Purchase Amount) is greater than $50,000AND (Manager review) is ApprovedTHEN Show "Board approval required"
What if legal, compliance, and finance all need to review at the same time? Here’s how parallel approvals work:
What to notice:
- 🚀 All three approvals trigger simultaneously after initial review
- ⏸️ Final step waits until ALL parallel approvals complete
- ❌ Any rejection sends the whole thing back to start
Easy setup with visibility rules:
IF (Initial review) is CompletedTHEN Show "Legal approval"AND Show "Compliance approval"AND Show "Finance approval"
Wait for everyone to approve before moving on:
IF (Legal approval) is ApprovedAND (Compliance approval) is ApprovedAND (Finance approval) is ApprovedTHEN Show "Final implementation"
Approvals getting stuck? Here’s your fix:
- Set the initial approval deadline
- Create an escalation step assigned to senior management
- Use deadline automation to trigger escalation
When time’s up, Tallyfy bumps it to the boss. Done.
Want your approval loops to actually work? Follow these:
- Clear rejection reasons: Add comment fields so reviewers explain what needs fixing. Nobody likes guessing why their work got rejected
- Notification setup: Turn on email notifications - people need to know when tasks bounce back to them
- Loop limits: Think about adding a counter. After 3 rejections, maybe it’s time for a meeting instead
- Documentation: Put clear instructions in each step. Tell people exactly what you’re looking for
- Audit trail: Good news - Tallyfy tracks every approval and rejection automatically. CYA built right in
Let me show you how a real estate agency nailed their listing approvals:
The magic here:
- 📸 Marketing rejection = agent gets specific feedback on photos
- 📋 Compliance issues = both agent AND manager get notified
- ✅ Every listing hits the market looking perfect
Every listing hits the market looking perfect. Agents know exactly what to fix when something’s off. No more “please see me” sticky notes.
Power Automate > Building approval workflows with Power Automate
Actions > Automate changing the status of tasks
Actions > Automate hiding or showing tasks
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