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Maker and checker approval handling

NiranjanK1
8 - Asteroid

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 IDMakerCheckerMaker StatusChecker StatusEvent Status
1User1User2CompletePendingPending Process
2User3User4CompleteCompleteEvent completed
3User5User6Pending PendingIn progress
4User7User8CompleteRejectIn progress

 

Data sample: 

DateProcessing StatusEvent IdNumberColumn1Column2Column3Column4
5/8/2025Pending Process123452ExD-1ExD-1PayDExD+1


Thanks in Advance
Nr

10 REPLIES 10
NiranjanK1
8 - Asteroid

@Hsandness Thanks a lot for the logic, the challenge is I need to update the status in one file and based on status i have to move the data into different folders

 

 
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.
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