Order guide approval at REQ level with flow designer

Joaquin Campos
Mega Sage

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

1 ACCEPTED SOLUTION

priyasunku
Mega Sage

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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11 REPLIES 11

Danelle Lee
Tera Contributor

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.

 

Casey23
Tera Guru

Like the others asking, I'm wondering how you identify that the REQ was linked to an order guide? I see an order_guide field in the sc_request table, but it appears to be blank. Curious if anyone has figured this out?