Order guide approval at REQ level with flow designer

[Joaquin Campos]

Dear community,

I need to configure a first approval level at REQ level for an order guide but I haven't managed to make it work. I want to make it with flow designer.

Which trigger should I set? I've tried with both "Catalog Item" or "Create record" (sc_request table) but none of those options worked.

Also, how to link the flow with the order guide? I know in the order guide record I can find a "flow" field to specify which flow I want to use, but when trying to select any, it only allows me to select the ones with "Catalog item" as trigger which I don't think is the right option for me as I'm interested at REQ level and not RITM.

I'd really appreciate some examples of approval at REQ level with flow designer. I thought this was going to be something very simple.

Thanks a lot in advance for your help!

Joaquín

[priyasunku · Accepted solution]

Hi @Joaquin Campos 

have separate flow for Sc_request using create record action. Add approval action.

This is how OOB workflow also works. 

Also Have separate flow for each catalog items.

If my answer solved your issue, please mark my answer as ✅Correct & 👍Helpful

[Joaquin Campos]

Hi @priyasunku ,

Thanks a lot. I don't know what I was doing wrong in the past as I tried the same option without success but now just with combination of "Create record" and "Ask Approval" actions it worked and I got an approval at SC_REQUEST level:

My new challenge is that RITMs are being generated automatically when the order guide is being created and I'd like that to happen only if REQ is approved. Would you know how to do it?

Thanks a lot in advance!

Joaquín 

[Joaquin Campos]

Ok, Finally I've managed to solve it.

I've created another flow at RITM level so when REQ is created, RITMs are created as well but RITMs approval requests are not sent until REQ is approved.

[priyasunku]

@Joaquin Campos  yes actually RITM's will be created first and then request. so you cannot stop that creation.

If my answer solved your issue, please mark my answer as ✅Correct & 👍Helpful