Maker and checker approval handling

[NiranjanK1]

Hi All,

I have multiple events to manage on a daily basis, which require approvals from both the maker and the checker before they can be considered completed. Here’s the logic I need to implement:

Once an event is completed by the maker, it should not appear in their Excel sheet but should instead move to the checker's bucket.
If the event is completed by both the maker and the checker, the status should be updated to "Event Completed," and it should then be transferred to the completed Excel sheet.
If the event is completed by the maker but not approved by the checker, it should return to the maker's bucket for rework.

I am having difficulty moving the data according to these statuses. How can I resolve this issue.

Event ID	Maker	Checker	Maker Status	Checker Status	Event Status
1	User1	User2	Complete	Pending	Pending Process
2	User3	User4	Complete	Complete	Event completed
3	User5	User6	Pending	Pending	In progress
4	User7	User8	Complete	Reject	In progress

Data sample: 

Date	Processing Status	Event Id	Number	Column1	Column2	Column3	Column4
5/8/2025	Pending Process	123	452	ExD-1	ExD-1	PayD	ExD+1

Thanks in Advance
Nr

[Gumsmenezes]

Hi @NiranjanK1! If I understand it correctly, what you need to do is create a logic with a formula tool or with the filter. I'm attaching a workflow with what I think could be a solution, if it's not I'd need a bit more detail.

Let me know what you think!

[NiranjanK1]

@Gumsmenezes Thanks for your quick reply

Assuming User1 has been assigned three events and has completed one, that completed event should no longer appear in his list and should instead be added to the Checkers Excel for review and approval.

The issue I'm facing is that I am unable to move events from the Maker list(Excel file) to the Checkers list(Checkers file).
Additionally, if the Checker does not approve an event, it needs to be returned to the Maker list.

I am currently facing an issue with moving events from the Maker list to the Checker list based on approvals. Specifically,
if a Checker does not approve an event, it should be returned to the Maker list.
However, I am unable to implement this functionality effectively.

[Gumsmenezes]

What would definitely help is if you could draft what the input(s) look like and how you want the output to look like.

The best way to go is to build the logic of where you want each record to go, something like this:

IIF([Maker Status] = "Complete" and [Checker Status] = "Complete", "Name_list_1",

IIF([Maker Status] = "Complete" and [Checker Status] = "Reject", "Name_list_2",

IIF([Maker Status] = "Pending" and [Checker Status] = "Pending", "Name_list_3", Null())))

Once you have this logic, you can perhaps build the file path for the output.

[NiranjanK1]

@Gumsmenezes Here is the sample file how the data will move into to the different approval list

Makers List

Date

Processing Status

Maker

Checker

Maker Status

Checker Status

Event Number

Num ID

Column1

Column2

Column3

Column4

Maker Status

Checker Status

3/27/2025

Pending Process

User1

User2

Complete

Pending

Event_14

213691

6D4Y5

91.03

36910.35

Equity

Complete

Pending

4/2/2024

Event completed

User3

User4

Complete

Complete

Event_15

KPH87

BH87

13.08

717439.71

Delisting

Complete

Complete

4/8/2025

In progress

User5

User6

Pending

Pending

Event_16

B15L9

B1L9

5S117

Q0102065

BOW

Pending

Pending

5/5/2025

In progress

User7

User8

Complete

Regect

Event_17

BLK

KFRT9

W106

880W10

SUS

Complete

Regect

Checkers list

Date

Processing Status

Maker

Checker

Maker Status

Checker Status

Event Number

Num ID

Column1

Column2

Column3

Column4

Maker Status

Checker Status

4/2/2024

Event completed

User3

User4

Complete

Complete

Event_15

KPH87

BH87

13.08

717439.71

Delisting

Complete

Complete

Completed List

Date

Processing Status

Maker

Checker

Maker Status

Checker Status

Event Number

Num ID

Column1

Column2

Column3

Column4

Maker Status

Checker Status

4/2/2024

Event completed

User3

User4

Complete

Complete

Event_15

KPH87

BH87

13.08

717439.71

Delisting

Complete

Complete

[Hsandness]

Agree with @Gumsmenezes, it's difficult to create a workflow without having a better understanding of the input file you're working with. I can't tell if your starting input data is one of the tables in your first comment or the table structure under the Makers List in your most recent comment.

[NiranjanK1]

@Hsandness 

Very first time all data should be under maker list and them based on comments data will go to checker, if both matches it will go to completed list.

if checker reject again will go to the maker list.

how can I add, remove data between maker and checkers list.

[Gumsmenezes]

This should work @NiranjanK1 :)

[Hsandness]

Posting as well since there's plenty of ways to solve this, hopefully this helps. I'm using a series of filter and join tools to solve. The Checker and Maker lists are overwritten with new records each time so duplicate data isn't saved to each tab and events can pass back and forth between each tab.

The Completed tab has records appended onto it each time. Not sure if you'd want duplicate event records if the dates are different. If you don't, you can only have the right output saved to this tab and that will remove duplicates after you select the Overwrite option and not the append option.

[NiranjanK1]

@Gumsmenezes Thanks a lot logic but here is the challenge im facing

Makers and checkers each have their own separate folders containing their respective lists of events. 

    Once a Maker completes their tasks, they will pass the list to the Checker. 

    After the Checker finishes their review, they will return the list to the Maker for verification. 

I need to save a single file with all the complete data. As these individuals make updates, I will also update the status accordingly. 

    When a Maker completes a task, I will remove the completed ID from their folder and move it to the Checker’s folder. 

    I need to save the data in YXDB format to track the status from each folder, and ultimately, I will update everything in one file.