New Approval Requests in Project table

Taaha M
Tera Contributor

I have a requirement on adding new Approval requests in between phases of Project in Project table.
I want to add new approvals for groups on Project table "pm_project" between Initaiting and Planning phase.

2 REPLIES 2

Hemanth M1
Giga Sage
Giga Sage

Hi @Taaha M ,

 

Couple ways to do it,

 

1)Configure a flow to trigger the group approval when Phase changes to Planning and Approval Field value is not Approved,

2)Set the Phase back to Initiating

3)Through an Alert to Say, Take Action on the group approval before moving to Planning

4)Upon Approval is received, when you change the Phase it goes to Planning without any issue

5)If Rejected, you can control how it should behave, set back to Initiate, Cancel etc..

 

Sample Flow to trigger Group:

HemanthM1_0-1757403448018.png

Project Record:

HemanthM1_1-1757403488606.png

 

Hope it helps!

 

 

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025

Hi @Taaha M ,

 

Is this answered your query? if so,

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025