How to add approvers for record producer?

reddy8055
Tera Contributor

Hi,

I have created record producer on core_company table for adding vendors as soon as request is submitted. Now how can I add approvers before record is created? And also is there a way to check for duplicates like if same name matches it should not update or create record. How can I achieve this?

 

Thanks,

3 REPLIES 3

Community Alums
Not applicable

Hi @reddy8055 ,

Unfortunately workflows and flows are triggered from record producers once a record is actually created.  So the business service would need to be created first, the workflow/flow would detect that and launch the approval and go from there.  If you want a step in between the creation of the record the service catalog would be the best method to accomplish this where you could have a flow run that initiate the approval and once approved create the business service with the data from the request.

 

SUBHAM AGARWAL
Tera Guru

Hello,

 

In this case better to use service catalog create a RITM help of flow  then in that flow  generate approval. once its approved create a record  by help of flow and map the fields from the RITM new record.

 

Thanks,

Subham

Basheer
Mega Sage

Hi @reddy8055 ,

In the workflow you can add approval activity after the request is created and before the record creation. To check for duplicates you can run a script in the same workflow before the record creation.

 

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Cheers,
Mohammed Basheer Ahmed.