Stakeholders as approvers on a Demand

mvoleti
Kilo Explorer

The stakeholders chosen as approvers on a demand, where will they find the request for their approval of the demand?

7 REPLIES 7

Phil32
Tera Expert

I believe that OOB moving a Demand to the Approved stage is done manually by anyone with the demand_manager role

Correct, but that doesn't appear to be how the module was designed.  One scenario is the ability to set up multiple stakeholders as either assessors and/or approvers.  Once the assessments are complete, the Demand record automatically moves to the Qualified state . . . ready for approval.  If you've identified two stakeholders as approvers, there is no way OOB for both stakeholders to approve the Demand.  So, you're correct - the only option is for one stakeholder to approve manually . . . but, fairly obvious that wasn't the intended functionality based on the stakeholder design and automation.  Appears setting up the Approval Rule was missed somehow.  I've seen a couple ServiceNow demos by product staff and they approve manually like you describe and blow right by this missing piece . . . surprising.

mvoleti
Kilo Explorer

I think the purpose is to get votes from the stakeholders. And to actually go through the approval process via the 'my approvals' table because would consume an additional license. Most customers I have worked with therefore skip the entire stakeholder feature. A couple have asked for a customized design that makes the functionality more sensible.