Approving multiple items in an order guide

[Cirrus]

Hi,

There are a lot of posts out there regarding order guides and request approval, but I am struggling to make sense of them all, so can anyone advise what the best approach should be for the following please:

An order guide contains 10 items, 7 of which require approval by the same team, the other 3 require no approval. The end user can select any combination of items via a list collector. Currently each item has its own workflow, which means that the team potentially get up to 7 approval emails at a time. They want just one approval (accepting that it could impact the whole order). So what we would like is this:

User selects item/items that all require approval - Team approve/reject the request? and the individual tasks are created via the item workflows if approved

User selects one approval item, one non approval item - Team approve/reject the first item, but the second moves straight to task creation regardless  

Is this possible, and if so what is the best approach?

[Abhijit4]

There are field on order guide where you can attach flow or workflow, find below image for reference. 

The workflow configuration should be similar to workflow that we write for catalog items.

Let me know if you have any further queries.

Please mark this as Correct or Helpful if it helps.

Thanks and Regards,
Abhijit
Community Rising Star 2022

[Cirrus]

I saw that, but whats confusing is that the reference qualifier on that field currently points to workflows created on sc_req_item table as opposed to sc_request

javascript:new SNCCatalogUtil().getActiveWorkFlows('sc_req_item')

Do we remove the reference qualifier or amend it or what?

Thanks for your help and advice so far

[Abhijit4 · Accepted solution]

Look at Sanjeev's answer on below thread to setup workflow on order guide, that should resolve your concern.

ATTACH WORKFLOW TO A ORDER GUIDE

Please mark this as Correct or Helpful if it helps.

Thanks and Regards,
Abhijit
Community Rising Star 2022

[Cirrus]

Thankyou