How to trigger an approval based on the field choice selected on HR case ?

Deepika61
Tera Contributor

‎11-01-2023 06:33 AM

Hi All,

Actually we have one "Yes/No " variable on the RP  and that's mapped to backend field on the HR case form, once RP submitted , those values are mapped to the field on the case form in the backend , so if that field value "Yes", then we need to trigger one  approval ?

And here we are creating tasks and approvals from HR Service activity.

 

Please help me on this

 

Thanks

Deepika

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3 REPLIES 3

Deepika61
Tera Contributor

‎11-02-2023 02:54 AM

Hi All,

Please help me on this

 

Thanks

Deepika

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Aniket Bhanse
Tera Guru

‎11-02-2023 03:04 AM

It will be easy to handle the approvals from the Flow Designer.

You just need to use an activity "Ask for Approval" in the flow to achieve this.

 

Please find the below screenshot and configure your flow according to this:

AniketBhanse_0-1698919449469.png

 

Let me know if this helps you and mark it as helpful so that it benefits others as well.

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Rohit01998
Tera Guru

‎11-02-2023 04:12 AM - edited ‎11-02-2023 04:18 AM

Hi @Deepika61 ,

you can implement this functionality with Flow designer or Business Rule. I have configured it in Flow designer.
In Flow Designer...
1. Trigger

 

 Screenshot 2023-11-02 at 4.29.52 PM.png

 

2. Action

  •  In if condition select you backend field from the HR case form and
  • In Then create action "Ask for Approval"

  Screenshot 2023-11-02 at 4.35.14 PM.png

 

 If you need I can help you with business rule as well..

Mark my answer correct and give 👍if this helps you...

Thanks,

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