We have a custom table, Service Offering, that was extended from the Business Service table. The Service Offering record is used to document technical data about applications that we use. Phase 1 of the project was to allow users to add new Service Offerings. Phase 2 is to allow the user to create new or update an existing Service Offering. I've accomplished that; however, they also requested we add an approval if the user is requesting to update an existing record. This is where I am stuck.
I have read Seeking Approval - Part 2: Task vs non-Task approvals and the Approval - Group Activity for guidance with non-task approvals. I created a workflow using the Approval - User activity. The approval record is being created and the record's reference is being recorded in the Approving column as the article describes.
Once I approve, the workflow marks the step appropriately and proceeds. The problem is that the Service Offering record doesn't get notified, well not that I can tell. I don't have the ability to add the Approvers related list and there is no Approval field on the Service Offering form. The updates are being made on submit. I need the system to wait for approval before updating the existing record.
Can anyone provide further guidance on how I obtain approval before updating the existing record?
Thanks in advance,
Sarah
I would think you could make your own Approver's related list by building a new Relationships. Here's an example that comes out of the box, try change the table to match your custom table:
That should give your the Approver's list, then you can track approvals.
