Approvals for risk event

[SUSMITHA KRISHN]

Dear All,

Need help to trigger approval on the risk event record.

Currently, Risk Events has Response Templates where approvals can be configured based on entity and event type. However, I have a requirement to trigger two-level approvals for all risk events.

Is it possible to create a flow directly for approvals without using Response Templates? At the moment, even when I attempt to use Flow Designer, it checks for matching conditions in Response Templates before creating approvals accordingly.

Additionally, I need to add custom event types beyond the Financial and Non-Financial types that are available out of the box (OOTB). So, without using response templates I need to trigger approvals on the risk event.

Any advise on the best approach to achieve this will be appreciated.

Thanks,

[Tanushree Maiti]

Hi @SUSMITHA KRISHN 

refer: Configuring two level of approval for Advanced Risk Assessment 

Risk Event Response Template form