Approval on a non-task record
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‎10-24-2016 08:23 AM
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

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‎02-21-2017 05:28 AM
Sarah, Were you able to stop updating record till approval is done, how did you manage to do it..
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‎02-21-2017 06:15 AM
No, I was not able to stop the record from updating upon submit. I opened a HI ticket and was told record producers weren't built to update existing records; therefore, it was custom and I didn't get much help.
I used a workflow to handle the approvals, added the Approval field to the backend form, added the Approvers related list, and enabled auditing on the table. I instructed the users that the record would change upon submission and they would have to use the History to review the old/new values if there were any questions.
Sarah

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‎02-21-2017 07:29 AM
Thanks for details.

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‎09-06-2017 12:29 PM
Hi Sarah,
I am having a similar issue. But my main issue is I can't get an approval email to go out for my approval request. Were you successful in generating an approval email on your new approvals?
Thanks,
Stacy
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‎10-31-2017 06:41 AM
Sorry for my delayed response. Were you able to get the emails working?
Sarah