How to setup Approval and email notification and reminders for Space Request in WSD module

[mangeshbodh]

Hi Team,

I am new to the platform and working on 1 requirement to setup the Approval process for Space request or reserving a request. Is there a step by step guide that can help me setup approvals ?

like Create Approval Rules/Business Rules, Setup Users/Managers for Approvals, Enable email notifications. 

[Raj_Esh · Accepted solution]

Hi @mangeshbodh 

Did you check the option Requires Approval on the space form which you are trying to reserve?

Additionally, I see in your "configuration inside the reservation approval definition" condition, 0 records found. You need fine tune your condition. 

Hope it helps!

[Raj_Esh · Accepted solution]

Hi @mangeshbodh 

Did you check the option Requires Approval on the space form which you are trying to reserve?

Additionally, I see in your "configuration inside the reservation approval definition" condition, 0 records found. You need fine tune your condition. 

Hope it helps!

[mangeshbodh · Accepted solution]

Finally I was able to work it through. Thanks for your inputs. on the approval definition condition returning 0 results and require approval setting on space. I had to configure 3,4 things.

1. Set Requires Approval on space records.(along with is reservable true)

2. Changed the Override Approval Policy to "No Override" instead of "No Approval Needed". (on Reservable module configuration related list in reservable module record (Desk, Conference room etc) ).

I am now trying to figure out how we can send email notifications and push notifications.

Thanks,

Mangesh

[Raj_Esh]

Hi @mangeshbodh 

Glad, that it worked.

You can make the post as "Accept as solution" if the inputs were helped.