Approval on a non-task record

Sarah Powell
Mega Expert

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.

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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

9 REPLIES 9

Sarah, Were you able to stop updating record till approval is done, how did you manage to do it..


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


User145619
Giga Expert

Thanks for details.


Stacy1
Mega Guru

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


Sorry for my delayed response. Were you able to get the emails working?



Sarah