How to create Approvals based on dollar Amount in Text field of Catalog Item?

VIKASM535239375
Kilo Sage

How to create Approvals based on dollar Amount in Text field of Catalog Item?

 

If Dollar Amount > 50 it should go to Approver A

If Dollar Amount > 50 and < 100 than it should go to Approver A and Approver B

If Dollar Amount > 100 than it should go to Approver A ,Approver B and then Approver C

 

and then Catalog Task should be created

6 REPLIES 6

jcmings
Mega Sage

I'd recommend using Flow Designer for this. Before you even get to Flow Designer, make sure you have data validation set up on the Dollar Amount field, to ensure that only digits are entered.

 

Are you assigning this to individuals or groups? Do you need a response from both Approver A and Approver B, or just one of the two? If both, you will need to set up individual approvals. If either, you can assign the approval to a group.

 

What is the catalog task for? Who is assigned to it?

 

Here's a text-sketch of what your flow would look like, assuming you are assigning to groups...

[Trigger: Service Catalog]

# If Dollar Amount > 100
--> Ask for Approval from Approver ABC group ("Wait" for approval is checked)

# Else if Dollar Amount > 50 && Dollar Amount < 101
--> Ask for Approval from Approver AB group ("Wait" for approval is checked)

# Else if Dollar Amount > 50 && Dollar Amount < 51
--> Ask for Approval from Approver AB group ("Wait" for approval is checked)

# Create SC Task (because you have "Wait" checked this flow step will not run until the approval is granted)

[End flow]

 

Shivalika
Mega Sage

Hello @VIKASM535239375 

 

The easiest way to do this is if you use "Approval definitions" related list. In their you can add approval based on variable and also a particular user or group. Additionally you can add conditions on variable values to trigger approval. 

 

Please mark my answer as helpful or accept as solution if it helped you in anyway. 

 

Regards, 

Shivalika 

 

LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

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