What is the best way to include approval on the Order Guide?

Maria20
Tera Guru

I have a requirement to create an Order Guide and not have any of the RITM items kick off until approval is granted.

I've seen many articles on workarounds and such, but what is the best way to accomplish this?

Thanks in advance for any help/advice...

Maria.

4 REPLIES 4

Musab Rasheed
Tera Sage
Tera Sage

Hello Maria,

Please use workflow/flow designer to design this.

Mark my answer as correct or hit like based on impact.

Regards

Please hit like and mark my response as correct if that helps
Regards,
Musab

Hello Musab,

Which workflow/flow designer?  At what level?  Order Guide? REQ? or RITM?

Maria.

Better to have at REQ, try Workflow, I see in PDI for Order guide 'New Hire' it is attaching OOB workflow Service catalog request and not starting RITM until Approval record on REQ gets completed. Please find relevant screenshots below. Mark my answer as correct or hit like based on impact.

New Hire Order Guide : https://yourinstance/sc_cat_item_guide.do?sys_id=6690750f4f7b4200086eeed18110c761&sysparm_record_target=sc_cat_item_guide&sysparm_record_row=2&sysparm_record_rows=2&sysparm_record_list=sc_catalogs%3DNULL%5EORsc_catalogsDOES+NOT+CONTAIN0b22fd2ad7021100b9a5c7400e610319%5EORDERBYorder

 

REQ Workflow: 

find_real_file.png

 

RITMs screenshot:

 

find_real_file.png

Please hit like and mark my response as correct if that helps
Regards,
Musab

Hello Musab,

This is still not working.  I've tried to approach it the way you've indicated but the Approval items were grayed out on the workflow of the Service Catalog Request, so I changed the Approval Engine for the Request to "turn engines off".  I cannot turn it back on now.

I think I may have made things worse...

Maria.