Approval Task for User/Requester

lhoang
Tera Contributor

Hello Community,

I have a Catalog Item where an internal employee can request something in the portal. During the process there will be a step where that User will receive a document for review. After that the User needs to APPROVE that document. 

How can the User approve that? 

As far as I know, only users with specific license can Approve a task during the workflow right? Or is there a OOB functionality where the Requester of a Request can approve?

 

Thank you in Advance.

1 REPLY 1

raj chavan
Tera Guru

Hi @lhoang 
there is an Out-of-the-Box functionality in ServiceNow that allows the requester of a request (or any designated user) to approve a task without requiring a special license

1st Approach - 

Add an Approval Activity in the Workflow
    In the workflow of your Catalog Item:
     Add an Approval - User activity.
     Set the Approvers field to `${request.requested_for}` or `${requested_for}` (depending on your configuration). This will assign the approval task to the requester.
Alternatively, you can use a script to dynamically determine the approver
answer = current.requested_for;


Approach 2 - 

Enable Approval via Email
     If the user doesn't have access to the platform, enable Approval via Email
     Include the ${approval_link} placeholder in the notification sent to the user.
     When the user clicks the link, they can approve or reject without needing a license
 
Kindly mark it correct and helpful if it is applicable.

Thanks,

Raj