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Building a Multi-step Approval Process
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October 21, 2019
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Building a Multi-step Approval Process

how to build an approval process for a team in Airtable - this video outlines how to roll-up the data from each stage until the item is approved.

Building a Multi-step Approval Process

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Recently, one of our coaching clients asked about building a multi-step approval process inside of Airtable. While there are several ways that someone could go about building this, they all rely on the same two building blocks. In brief, you'll want to include a table to track the Process and then connect that to the Approvals.

This two-table solution allows there to be a dynamic number of required approvals. From there, with help from some logic and formulas, we can create a system that records the completion status when all linked 'approvers' sign off.

Gareth Pronovost
Gareth Pronovost
Founder & Lead Consultant

Gareth Pronovost is the founder of GAP Consulting, an Airtable-first consultancy that helps businesses replace manual workflows with systems that scale. A former corporate finance analyst turned no-code educator, he has taught hundreds of thousands of builders through his YouTube channel and led systems builds for organizations ranging from solo founders to Disney and Ticketmaster.

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