Need to create approval for Problem Task table
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11-19-2024 04:48 AM
Hi,
We have table named as "PROBLEM_TASK" and inside that table we have new field "DUE_DATE".
Do what our client requirement is whenever someone tries to change the Due Date, or let say whenever user tries to update the Due date, we need to trigger an approval for Assignment group's manager. And if manager approval the mail, then only it will change the due date, else it will revert back to original due date. Can anyone please guide me how to achieve this request
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11-19-2024 04:55 AM
Hi @ahmadfaiz ,
you are talking about two thing , do you need approval on problem task or only you need to send email for approval and once manager reply back to email saying approved then problem task will change the new due date?
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11-19-2024 05:02 AM
Hi @Runjay Patel ,
I believe we don't have approval engine turn on for this table. So not sure where to start for this request.
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11-19-2024 06:02 AM
Hi @ahmadfaiz ,
You can follow below steps to achieve this.
- Create new field called Due Date and make OOB due date field read only once it got populated first time, also populate the newly created due date with actual one.
- Create one notification and trigger it when new due date changes and send to assigned group manager.
- Add validation if group is empty then make due date read only else editable.
- Create one Reply Inbound action to update the problem task once manager reply back to same email stating approved.
- In inbound action if you found approved then update the actual due date with new date.
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