How to attach approval in the Change Request table

[Hari S1]

Hi,

In the Change Request table, I have a field called 'QA' (Choice type), When the QA field is set to 'Yes' and the state changes to 'Assess,' I would like to add the 'Database Group' for approval. I do not want to modify the existing flow or workflow. How can I achieve this without changing the existing flows?

Thanks

[Najmuddin Mohd]

Hi @Hari S1 ,
Navigate to All > Change Approval Policies.

In the related list, 'Decisions', Check the 'Assess Technical Approvals' record. 
This record tells the conditions for approval.

And, 'Answer' record is where the approvals are sent.

Now, similar to this you can create 'Change Approval Definition' i.e, Answer. with Approval source - Approval Definition and Select the Database Group in the group.

Now, create a Change Approval Policy, in the Decisions related list and add the conditions State Assess and QA type and associate the newly created Change approval Definition in the Answer.

If the above information helps you, Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin.

[Najmuddin Mohd]

Hi @Hari S1 ,
One more edge condition is, in the Default approval, which is already there, add QA type is Not YES,
Else, If the condition is only State changes to Assess and the new one is State changes to Assess and QA type is YES 

Since both conditions are matching both conditions return true.


If the above information helps you, Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin.

[Ankur Bawiskar]

@Hari S1 

you can create approval record via after update BR

BR Condition: QA Changes to Yes AND State Changes to Assess

check this link for script

Creating Group Approvals in a Workflow Via Script Not Behaving Properly 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Runjay Patel]

Hi @Hari S1 ,

@Najmuddin Mohd suggested you the right path to configure the approval for your change.

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