Approval triggered to line manager from HR Case

[Vaishali 11]

Hi,

I have a requirement wherein an intake form is submitted with 10 employee details. Once the form is submitted it creates a case and should go for 2 different managers for approval in parallel. Any of this manager can see the details and then approve for 8 and might think for modifying the details for 2 employees. Once it has been modified it should trigger approval again and then the case should be ready for work. Is this possible to do from an hr case, if yes how is it possible?

Thanks in advance!!

[kaushal_snow]

@Vaishali 11 ,

Yes, you can implement the scenario you described....where an intake form creates a case and triggers two managers approvals in parallel, allows one of them to approve most rows and flag others for modification, then once modifications are done triggers a re approval and moves the case to ready for work, you would typically build this using either the Flow Designer or a Workflow (for older releases), configure an approval step that allows parallel approvers, then branch logic such that if any rows require modification you send it back to a modify step, and upon completion of modification trigger another approval activity before moving the case to the work ready state; you’ll need to ensure your form creates the case, tracks each employee record (e.g., in a related list or child table), then capture manager decisions and modifications, and finally use conditions or state transitions to loop back for re approval and advance the task....

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