Is it possible for variables in a catalog item to only be visible once it is approved?
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‎09-07-2022 02:44 PM
I've created a catalog item with a bunch of variables. I want to make it so "user one" can fill out half of the form and once they submit it, it goes to a group for approval. Once it is approved, the same catalog item with the fields filled out from "user one" will go to another group, "user two". "User two" will then be able to fill out the second half of the form and have access to the full form. I was looking at UI policy but I wasn't able to make it so that half the form is visible once it is approved. I went into flow designer and am currently only able to send an email if the form is rejected. I'm having trouble though in flow designer, trying to send the half filled out form to "user two" so they can fill out the second half of the form. So my questions are:
1. Is it possible to hide half a form and have it only visible once it is approved and how would I go about doing that if it is?
2. Is it possible to send the form to another group once it is approved and have them fill out the rest of the form?
3. Can "user one" edit the form that they submitted if it is rejected and resubmit it for approval?
Thank you for your time and all help is greatly appreciated!
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‎09-08-2022 05:46 AM
It sounds like what you want to do is hide each variable that "user one" (the person who initiates the request) shouldn't see with a Catalog UI Policy that "Applies on a Catalog Item view". The flow/workflow would then send the request for approval. If approved, generate a Catalog Task assigned to "user two" (or better yet, an assignment group). With out of box notifications, the group/user assigned to the task will get an email alerting them to this task. In the task definition, you can decide which variables to show, so you would add them all in this case. If the approval is rejected, you would generate a different Catalog Task, assigned to the requestor, which only contains the variables they should see. When this task is closed it would go back to the approval step.