Configure Approval Task for Demand

[Trupti Krishnam]

I have a Requirement that 

1. When demand moves to qualified state it creates a  Demand task "Governance " is created and when it is Closed Completed or Closed Skipped
2. Approval task "Operational " is created and assigned to "ZXC Group "
3. Upon approval of    "Operational " ;  Approval task  "Executive "  is created and assigned to "ZXC Group"
4. Upon approval of Executive ; Demand status is updated to "Approved"
5. Create project or Create Enhancement or Create Story or Create Change link is displayed
6. IF any of of approval task is rejected; Demand state is updated as "Rejected"

How to achieve  this as i am new to SPM module Could any one please describe the Points to how to configure this using workflow or some a similar example to Accomplish would help

thanks!

[GlideFather]

Hi @Trupti Krishnam 

you can achieve this by a flow. Have you tried it?

Flow triggered when a demand is updated, then set the conditions on state (governance), then wait until it is closed completed or closed skipped, then ask for approval...

Let me know what did you try and where did you get stuck

[Trupti Krishnam]

@GlideFather  i've created the flow but it is not triggering the approvals in the approval tab of the demand record

the Flow goes like this - this is a trigger conditions

And I have created Action - ask for approval as

I have given the Demand table because i didn't get the demand task table

Upon getting it approved I have created another IF condition 

then another flow action to update the record state to qualified 

Help me with solution, Because the Approval record is not being getting created 

[GlideFather]

@Trupti Krishnam OK OK. And what's the behaviour - nothing happens or updates differently than wanted?

I can see some things to review:

• related list is called "Approvers"
  • shouldn't it be "Approvals"???
  • is it OOTB or a custom related list?
• parent.short_description IS "governance"
  • is this correct?
  • or contains "governance"?
• parent.state is closed complete
  • usually when the parent is closed, their children are also closed...
  • and you cannot ask for approval on closed records.

Let me know what do you think about this