Order guide approval at REQ level with flow designer

Joaquin Campos · ‎03-20-2023

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 · ‎03-20-2023

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

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Danelle Lee · ‎04-03-2025

Hello, Just wondering what action was used to identify if the REQ was linked to the order guide. I am having trouble with this. Thanks.