How to update the approval status to No Longer Required when approvers are added using 'Edit' button

Community Alums
Not applicable

‎01-25-2023 09:26 AM

Hi,

 

I have a requirement to add approvers using the 'Edit' button on a RITM. The approvers may vary in number but as soon as they are added, the OOB functionality sets the approval status to 'Not yet Requested'. If the approval has to be requested, then each state of approval needs to be changed by the agent working the ticket. I need to modify the Edit button state value to 'Requested' as soon as they are inserted.

 

Any idea how to go about this?

 

Thanks,

 

 

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Brad Bowman
Kilo Patron
Kilo Patron

‎01-25-2023 10:04 AM

Are you using Approval - User and/or Approval - Group activities in a workflow to generate the original approvals?  If so you'll want to replace it/them with an Approval Coordinator activity, then create a child activity within the coordinator for each approval activity you had on the workflow, including one for manual approvals.  When done this way, adding approver(s) manually should set the approval state to Requested. 

Community Alums
Not applicable

‎01-25-2023 10:16 AM

I do have Approval- User activity in the workflow but the problem is the other approvals from Edit button are added by the agents (after the ticket is created- let's say the workflow generated approval for only the line manager but the agent recognizes the request needs approval from two more members and adds them using the Edit button) randomly that I cannot contain in the Approval- User activity.

 

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Brad Bowman
Kilo Patron
Kilo Patron
In response to Community Alums

‎01-25-2023 11:03 AM

That's the purpose of the Approval Coordinator activity.  It will contain an Approval - User child activity and a Manual Approvals child activity.

 

 

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Once you get this working, I'm not sure what happens if the Line Manager approves and there are no manual approvals added - if it's going to wait for a manual approval to be added then approved, or if it will continue on since there were no additional approvals added prior to the initial approval being received.

 

PlatformPadawan
Tera Contributor

‎01-23-2024 05:18 AM

I've got a similar situation but would like to set Approval state to Requested on Change Requests using Flow Designer. Any suggestions? 

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