Accept or Reject the task by user

aswath
Tera Contributor

Hi
I am currently configuring a flow designer to handle software requests through the Service Portal. I want to suggest an alternate software to the user and provide them with the option to accept or reject it. Is there a way to allow the user to accept or reject the task? Are there any better ways to achieve this?

1 REPLY 1

IAmAbhigyaan12
Giga Guru

Hi @aswath ,

You can try following steps hope that helps.

 

1. Create a new flow, define the trigger condition to check when the software is ordered through Service Portal.
2. Include a decision step where you are evaluating the condition of alternate software.

3. If the conditions are met, create a user task step that presents the alternate software suggestion to the user.

4. Configure the user task step.

  • Configure the flow to handle user responses from the user task step.
  • Add branches in the flow based on the user's response (accept or reject).
  • If the user accepts the alternate software, proceed with the necessary steps for implementing the new software.
  • If the user rejects the alternate software, continue with the original software request or follow an alternative path as per your business requirements.

Thanks

 

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Thanks
Abi