Trigger approval from a record producer

[Divya choudhary]

Hi,

I have created a record producer in user_has_skill table and i want to trigger an approval as well as approval email to user's manager after the record producer is submitted. I have created an Approval field in user_has_skill table, so when any record is submitted the state will be awaiting approval and once the manager approves the state will change to approve. I need to know how can i trigger approval as attaching workflow is not an option in record producer.

[Ahmmed Ali · Accepted solution]

Hello @Divya choudhary 

You can create workflow on the user_has_skill table with condition to identify records on which you want to run workflow. Then you can add approval activity in the workflow.

It will be similar to change workflow, there workflow is defined on table with condition and workflow will be triggered whenever there is a record created/updated matching the condition provided.

Thank you,

Ali

[Divya choudhary]

Hi Ali,

Thanks Approval and notifications are now being triggered to the manager. 

I need a small query; in the notification how do i link Approve or reject word with the current record?

[Ahmmed Ali]

Hi Divya,

You can reuse existing email template, just replace sysapproval with document_id.

Ex: instead of 

Re:${sysapproval} - approve

use

Re:${document_id.number} - approve

Thank you,

Ali