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This is based on approval for procurement case

praneethsom
Mega Contributor

My requirement is when an approval sent to the requestor's manager based on the choice selection( means in the record producer there is a choice field and when the requestor selects the first two options only the approval request should sent and get notified ) that manager should be notified by an email with the portal request link ( means in the email he can find the vew request button, when he click on it, it should redirect to the portal request directly so there he can check and approve or reject).

1 REPLY 1

Sanjay191
Kilo Patron

Hi @praneethsom 

Hi  

 

Approach should be like:

  1. Create a Flow Designer flow to retrieve the required variables. Based on the two options selected, determine and send the approval request to the Requestor’s Manager.

  2. For notifications, you have two options:

    • Use the Triggered Type notification and use it from Flow Designer.

    • Create a notification that triggers when the approval record is created/updated (we haveOOB) and include a link to the approval record/My Tasks page, allowing the user to approve the request directly from the ESC Portal.
      and url contain the page url of the to do page(OOB page) so that you can approve from there 

      =>  esc?id=hrm_todos_page
      this is the notification OOB refer this 

    • Sanjay191_1-1788344043500.png

       

      Sanjay191_0-1788344036157.png

       







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