Review task

BHARATHS
Tera Contributor
Please create a review task for the below categories for a new team listed below.
 
category - Producer
subcategories:

Address update – No Review task

Advance, Draw, Recon – No review task

Commission Adj – Review Task

Commission Stmt – No Review Task

Direct Deposit/ ACH – No Review Task

Initial Set-up – Review task

Other – review task

Producer Payment Inquiry – Review Task

Special Stmt/ Report – Review Task

Split % - new/ update – Review Task

W9- vendor ID – No Review task

 

Ideally, I’d like for these tickets that get this ticket sub category under producer comp to go into a que (from the review task) for a mgr to review and approve before it can be ‘completed in the system

 

How to create a review task depend on category by submitting catalog form.

2 REPLIES 2

Nehal Dhuri
Mega Sage

Hii @BHARATHS 

You create flow in flow designer for this requirement

NehalDhuri_0-1718101968985.png

 

Please hit like and mark my response as correct if that helps

BHARATHS
Tera Contributor

Can I able to send mail to respective team by same flow designer?