Adding an approval step to a record producer.

[sarahjantz]

Is there a way to create an approval step to a record producer?

We have a group of users responsible for maintaining the accuracy of our Business Services, but many users that may need to add a new record. I had originally planned to create a catalog item that would request a new Business Service, but thought the record producer would remove the extra step of data entry from the request.  I'd like to create a record producer, and then add a step for the group responsible for maintaining the accuracy of the Business Services to review and approve the record prior to creation. Is this possible with the record producer, and if so how would I go about doing that?

[Michael Ritchie]

Unfortunately workflows and flows are triggered from record producers once a record is actually created.  So the business service would need to be created first, the workflow/flow would detect that and launch the approval and go from there.  If you want a step in between the creation of the record the service catalog would be the best method to accomplish this where you could have a flow run that initiate the approval and once approved create the business service with the data from the request.

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[Ashutosh Munot1 · Accepted solution]

Hi,

I will recommend to use flow designer and use approval step there.

1) Create a catalog item with all fields.

2) Allow people to submit request

3) Approval requested

4) If approved then use create record activity in flow designer

5) Will create BS automatically and then close the request.

This is called Low Code now Code approach. If you want flow let me know.

Thanks,
Ashutosh

[luv2learn702]

I have a similar requirement as this, would it be possible to share the flow?