How to send reminder emails during Approval state is pending and manage SLA reminder Flow Designer?

santhoshbannu
Tera Contributor

I’ve created a Catalog Item that goes through an approval process using Flow Designer. I also configured an SLA for 10 days. Here's my current setup and what I'm trying to achieve:

  • First step in the Flow is Ask for Approval.

  • If the request is Approved, it proceeds to further steps.

  • If Rejected, it sends an email to the manager its rejected.

Problem / Requirement:

I want to send reminder emails during the approval waiting time (i.e., when approval is still pending). Specifically:

  • Reminder on Day 2, Day 5, and Day 8 if approval is still pending

  • These reminders should be sent only if approval is not completed yet

  • Once the approval is Approved or Rejected, reminders should stop

  • SLA runs for 10 days – if the request is rejected before that, SLA should be closed manually

  • All of this is being handled in Flow Designer, and I want to avoid over-complicating the main flow

 

 

 

This is the flow what we worked on the earlier in the flow deisgner

Scenario 1: Employee Information Update
Description: Employees need a way to easily update their personal information (e.g., address, contact details) without directly contacting HR.
Catalog Category: Employee Information Requests
Catalogue Name: "Personal Information Update Request"
Fields to be Developed:
* nly): (Text field, populated dynamically based on "Requested For" and "Field to Update" using a Catalog Client Script or Look-up rules).
* New Value: (Text field, type varies based on "Field to Update" - e.g., Street Address, Number, Email format validation).
* Attachment: (Attachment field for supporting documents like proof of address).
* Justification: (Multi-line text)
Workflow (using Flow Designer for modern approach):
* Trigger: Catalog Item submitted.
* Initial Approval (Optional):
* If "Field to Update" is sensitive (e.g., Bank Account details, though not included here for simplicity within ITSM), an approval from a manager or HR approver might be added.
* HR Task Creation:
* Create a "Catalog Task" (on sc_task table) for the HR team.
* Short Description: "Update Personal Information for ${Requested For.Name} - ${Field to Update}"
* Assignment Group: "HR Operations" (or specific HR sub-group).
* Task Details: Include all submitted variable values.
* Dynamic Update (Automated Script/Action):
* Once the HR Task is "Closed Complete" (or approved), a script or subflow automatically updates the corresponding field in the sys_user table or a custom HR Profile table (if created within ITSM to store employee details).
* Consideration: Directly updating sys_user is generally not recommended for sensitive HR data in a full HRSD implementation, but for a simplified ITSM approach, it might be a workaround. Ideally, this would integrate with an HRIS system.
* User Notification:
* Send email to "Requested For" user: "Your personal information update for '${Field to Update}' has been successfully processed."
* Close Request Item: Set the Request Item status to "Closed Complete."

 

 

 

 

1 REPLY 1

Ankur Bawiskar
Tera Patron
Tera Patron

@santhoshbannu 

so where are you stuck?

for sending approval reminder using flow check this

Approval Reminder Using Flow Designer 

You can always configure SLA stop condition

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
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