Change Management - Manual approvals

[nguynnhthi]

Hello,

The client wants the ability to add manual approvals on state Authorize of change requests. Here are the things that I've done:

1. First approach: Add Edit button on Approvers related list

I enabled the Edit button on the Approvers related list and wrote some scripts so that manual approval state changes to Requested instead of Not Yet Requested. However, there is a case when all the normal approvals are approved, the change request moves to state Scheduled and skips the manual approvals.

2. Second approach: Change approval policy

I created an approval definition that retrieves the manual approvers from a custom field that I created on the change request table that checks the approval at state Authorize. This works, however, when the client adds the manual approvers at state Authorize, they are not added to the approvers' list and they want to add manual approvers at state Authorize also.

I'm currently implementing the second approach and it seems that I can't modify the OOTB change flows. I'd appreciate it if anyone has some insight into this.

Thanks,

Thi

[Dan O Connor]

That's pretty weird. The OOTB one not being able to edit I believe is normal, since it has some unique security so that people don't edit it. But you just make a copy and all should be good. 

Are you sure you have the necessary permissions and stuff? 

Otherwise yeah adding in a new stage is a workaround alright, but it moves your customer a bit more down the customized path (having a whole new stage).

Would definitely suggest looking into the reason why you can't edit a copied flow, as it would allow you maintain the suggested phase states 

[nguynnhthi]

I can copy the OOTB workflow normally, but I cannot find the correct flow action to add to check for approved manual approvals. I tried the Wait for condition action with a script querying the Approval table, but the flow either disregards the manual approvals (change them to no longer required) after another approval is approved, or keeps the workflow stuck at the Authorize state. I don't want to add another state myself either. Do you know any flow actions that can solve this issue?

[priyankag]

Any luck with this one? I am in a similar situation.

[Harsha_165]

Hi,

even I've created a approval definition & added it to the change approval policy but unable to trigger the approvals. can you tell me how you've done it?