Single Approval for Multiple RITMs in Order Guide
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11-21-2019 11:54 AM
We have kind of a tricky request form to build. Boiled down, it is essentially like this:
First, they will select an environment from a list. Some environments require an approval, others do not.
Second, if an environment requires an approval, they will be required to select an approver.
Third, a list of 6 different options appears. They must select at least 1, but can select up to 6.
Regardless of how many options they select, if an approval is required, it covers ALL of the options they select (it is an "all or nothing" type of deal).
So, I have all the above laid out in an Order Guide. My thought was to do the following. First, create a Workflow on sc_request and attach it to the Order Guide. This workflow first determines if an approval is required, and if so, creates it, and the appropriate action based on whether it is approved or rejected. I would then create workflows on sc_req_item and attach them to each of my options. So for however many options they select, that many RITMs (each with their own workflow), will be created and run.
The first question is, does this seem like a good way to approach this, or does someone else have a better recommendation?
Secondly, if this does seem like a reasonable approach, the trick is to get it to work. I tried setting it up, as I described, but for some reason when I tried this, it was creating my RITMs just fine, but was not attaching the workflows to them (regardless of whether or not the approvals on the first workflow were accepted/rejected). I am not sure why it isn't doing this. I have populated the Workflow field in each Catalog Item.
TIA

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11-21-2019 01:03 PM
The default process for a cat item is there is an approval workflow that runs on the Request to see if the cost is over 1k I think it is and if so approve it and then once over all approval then the individual items ask for approval if needed.
So you are basically following a similar process to that so I would say you are good there.
You may want to take a look at one of the default cat items and how they want about it.
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11-25-2019 01:15 PM
Sorry, I forgot to mention that we are bypassing the default auto-approval workflow for this Catalog Item, so that should have no bearing here.
Not sure if we have some business rules or other things interfering here, we just cannot seem to get this to work right.
I am not convinced if we are going about this the best way, but am not sure if there is a better way (and what that may be).