Sending reminder Notification for Approval

Vijayalakshmi M
Giga Contributor

‎11-04-2020 02:17 AM

Hi All,

This is little urgent!!

I have a workflow where based on the "Type" options  we select it creates an approval to Manager of requested_for, Which we have done through dot walking in user section inside the "Approval user" Workflow activity.(image 1)

By doing this it was not validating whether the Manager is active or not, it was creating the approval to them. Now My requirement is to check if the manager is active/not before reaching out to approver activty. If active then only it creates the approval.

After once the approval is sent, approver has to take an action on it within 10 days. 

If no action is taken until 5 days- i need to send a reminder email.
If no action is taken until 7 days- i need to send a warning email saying please take an action.

If no action is taken in 10 days- i need to send them a notification saying, as there was no action taken we are rejecting the request and we need to reject the approval and cancel the request(RITM).

I'm not understanding how we can accomplish in the Workflow. Could anyone please suggest me the right approach in order to get the above functionality work. Please find the workflow image below(image -2)

Thanks in Advance,


image-1
Issuefind_real_file.png

image-2

find_real_file.png

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Shubham Bongulw
Giga Guru

‎11-04-2020 09:42 PM

Hi Deepa,

As per my research and knowledge you won't be able to send reminder as per your requirement through workflow, you have to use flow designer for the same.If you prefer to choose flow designer then go through below link-

Scriptless Scheduled Jobs by Chuck Thomasi

If I get any solution do your requirement through workflow then I will surely update you for the same.

 

Warm Regards,

Shubham Bongulwar

Please mark helpful or correct if it helps!!!

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mr18
Tera Guru
Tera Guru

‎11-04-2020 10:03 PM

Hi Deepa;

In the if condition activity to che4ck if approver is active or not you can try below code

answer = ifScript();
function ifScript() {
var gr = new GlideRecord('sys_user');
gr.addQuery('sys_id',current.u_requested_for.manager);
gr.addQuery('active', 'true');
gr.query();
if(gr.next())
return 'yes';
else
return 'no';
}

 

After If activity, use set value activity to set the Approval as requested

 

Now Create one more workflow on ritm table and select the trigger condition as

Item is <name of the catalog item> AND
Approval changes to requested

Workflow will be as:

START --> Two Parallel activity

1. Wait for condition - Here you can check if approval is approved. --> END

2. Timer - 5 days --> Notification Activity --> Timer - 7 days --> Notification Activity --> Timer 10 days --> Notification Activity

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