approval

[shamsuddinm]

I’m working on a requirement where the Assigned To user completes their work on the RITM, and then changes the State to "Pending Closure Approval".
At this point, a Flow needs to trigger and send an approval request to the Assigned To user’s manager.

[Matthew_13]

Hi Buddy,

Here’s the straightforward way to do it:

1. Build a Flow on the RITM

• Table: Requested Item (sc_req_item)

• Trigger: Record Updated

• Condition: State changes to “Pending Closure Approval”

1. Grab the manager

• The manager is on the Assigned To user record:

  • Assigned to → Manager

• In Flow, you can usually dot-walk it directly. If not, do a quick Look Up Record on sys_user using assigned_to and pull the manager field.

1. Send the approval

• Use Ask for Approval

  • Record: the RITM

  • Approver: Assigned To’s Manager

• Then branch on the result:

  • Approved → move the RITM to the next “closed/complete” state

  • Rejected → move it back to “in progress / needs rework” and notify the assignee

One important thing so it doesn’t spam approvals:

• Before you request approval, add a check for an existing approval for that RITM (requested/active). If one exists, don’t create another.

Thats basically it: trigger on the state change, pull assigned_to.manager, create the approval, then handle approved/rejected.

@shamsuddinm - Please mark Accepted Solution and Thumbs Up if you found Helpful!