UI Action to trigger Approval in the custom table

[H M Aishwarya1]

Hi,

I have a requirement to trigger an Approval from the UI Action - On click of the button there should be Approval triggered to the user and in some cases group Approval. How to configure the UI Action to trigger the Approval for the Custom table.

Any suggestion would be highly Appreciated!

Thank You. 

[Ankur Bawiskar]

@H M Aishwarya1 

you informed already above that you are able to mark the Approval as "Approved" on CHG

[H M Aishwarya1]

Hi,

I am able to trigger the Approval and mark it as Approved in the related list in the above screenshot. The issue i am facing is i am not able to set the Approval field = Approved in change request form

[Robert H]

Hello @H M Aishwarya1 ,

1. Identify a field on your table that can indicate that the record is waiting for an approval. Maybe there is a State field, where you could have an "Awaiting approval" option. Or if your table is extended from Task then there is an Approval field with a "Requested" option.

2. Configure your UI Action to set that field to the appropriate option.

3. Create a Flow or Workflow that gets triggered when the above field gets set to that option, and generates the approvals.

Regards,

Robert

[Rishi_11]

Hi @H M Aishwarya1 ,

Please try creating a subflow for generating the approval and to handle the subsequent logic. Call that subflow into you UI action.

Hope this helps.

Thanks,

Rishi.