Flow Action "Ask For Approval" not sending to Manager

Danny Barker
Tera Contributor

‎09-15-2023 09:10 AM

We created a custom field on the Request Item form called “Is Item over $500.

Our catalog items are not up to date with pricing so we wanted to set this as a manual action.

When our IT Procurement team selects “Yes” and updates the RITM, we want it to kick off the next action

The next action " Ask For Approval" is not notifying the manager.

Could this be something missing on this action or is there something else missing that would kick off the action based off of a Choice field selection?  Here is the logic below. 

DannyBarker_0-1694793876933.png

DannyBarker_2-1694794113243.png

Shouldn't this be kicking off an approval in the RITM that would be notifying the manager if the "requested for" has a manager listed?

 

Any help would be greatly appreciated.

 

 

 

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pablo_itguy_pl
Mega Guru

‎09-15-2023 11:30 AM

The situation here is that when RITM is created (after ordering) the flow is instantly initiated - validates the value of this field (which is not "Yes") - and ends execution. You need to have a way to "pause" the flow and let it wait for Procurement team input.

For quick solution you could set up this field "Is Item over $500" with values "None/No/Yes" -> in the flow add "Wait for condition" action (condition would be "Is Item over $500" is Yes/No) and afterwards continue with your approval logic. "Wait for Condition" will pause the flow until Procurement team makes their decision.

 

For more "nice" solution I would go with flow that:

- creates task for Procurement team

- based on result from the task (custom field like you are using or specific status or anything else that you can store on sc_task level) control the approval behavior.

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