how to set auto reminders for RITM approval using flow designer

karan15
Tera Contributor

HI All 

Need help in setting up reminders to go out to approvers of RITM if its been more than 3 days and RITM is not approved 

 

Please help , I have started creating flow as per attached pic but bit lost after step 1 

1 ACCEPTED SOLUTION

Yes @karan15 This can be done.
Navigate to > Notifications> open your notification that is attached in flow designer.
Under "what it will contain" section inside Message HTML add this 
Please approve ${sysapproval.URI_REF}
FYI- ${sysapproval.URI_REF} will have a link which takes them to RITM.

NishchithaKS_0-1685430549264.png

 


Please mark as helpful and correct so that, it would reach out to people who are looking for this same query. Also, if you are happy with the solution, can you please mark it as solved?
Happy to help 
🙂

 

View solution in original post

23 REPLIES 23

ALSO I noticed that "approval record " is greyed out 😞 

Understood 
Solution: Instead of Lookup record select  "Lookup records" and then send notification for-each records.
Please refer the screenshots I've attached for your reference. 
Flow designer screenshots: 
Step 1: 

NishchithaKS_0-1685345571562.png

Step 2: 

Flow 2.jpeg

STEP 3: 

NishchithaKS_1-1685345855049.png

Navigate to notification and build the notification according to the requirement : 
Step 1: Give name accordingly, select when as "triggered" and in the section "when to receive" under "user/group in fields" select as approver and  in "what it wil contain", have your subject and body .

NishchithaKS_2-1685345992144.png

 You can navigate to emails from left navigation and check the emails sent to respective record's approver.
Please mark as helpful and correct if you did find it helpful. Happy to help 🙂

 

 



 

 

 

thanks for your patience and helping me , however am setting stuck at step 3 that is send notification as i m not able to select "Approval Record" in front of Record , please check screen shot as its greyed out 

Hello @karan15 

Can you please show what configurations are made in the "look up records" action and also for-each? 🙂

@Nishchitha K S 
How to send approval reminder notification for every 24 hours until 5 days by using flow designer ?