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01-31-2024 08:41 PM
We are trying to trigger an approval whenever the agent working the case checks one of the checklist items on the case.
We have a list (see below), we want to trigger an approval whenever the agent checks any of the items that say approval on the checklist in the screenshot below. Is this possible?
Solved! Go to Solution.

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02-01-2024 04:43 AM
@Dario Idrovo1 This is not an out of the box configuration. You would have to customize so your logic looks at the associated checklist and applies the approval accordingly.
Regards,
Mike

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02-01-2024 04:43 AM
@Dario Idrovo1 This is not an out of the box configuration. You would have to customize so your logic looks at the associated checklist and applies the approval accordingly.
Regards,
Mike
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03-05-2024 09:03 PM
I figured this was the case, we ended up customizing this. Thank you.