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

[CJ Hinton]

@Joaquin Campos 

Your updates have been helpful. I have a similar situation where I'm trying to use Flow to get some approvals from an Order Guide before triggering the related RITMs, and supplying the RITMs with approvals if covered by the REQ approval already.

It sounds like you found a way to do something similar. Can you describe what you ultimately ended up doing for a solution?

[Joaquin Campos]

Hi @CJ Hinton,

First thing that I had to do was to deactivate the existing OOTB workflow "Service Catalog Request" that approves requests based on pricing and it was causing a conflict.

Then I was able to create my flow:

1. Trigger: Record created (sc_request table)
2. We set the stage "Waiting for Approval"
3. "Ask For Approval" action, where the record is the one from the trigger
4. If approved, we set the stage "Request Approved"

Hope this helps!

Joaquín

[Rishi_11]

Hi @Joaquin Campos ,

How did you identify if the request was triggered for the order guide? Won't running the flow when request is created trigger this flow for all catalog items?

I am trying to setup a similar setup where I want approvals at REQ level only for some order guides.

TIA,

Rishi

[RAMANA MURTHY G]

Hello @Joaquin Campos ,

I'm also struck at same situation, If you get the solution, Can you please share with me.

Thank you

[Joaquin Campos]

Hi @RAMANA MURTHY G,

I managed to make it work. I already provided details about my solution in my reply to CJ Hinton. Did you follow those steps?

Regards:

Joaquín