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!

[Mark Manders]

How are the reservations done? Is it through catalog items? Then you can just use OOB approval actions in the (work)flow behind them. OOB notifications will take care of the emails, as they are probably already send on other approvals.

[Ankur Bawiskar]

@mangeshbodh 

what's the current process?

If you are using OOTB sysapproval_approver table to add approval request then already OOTB email is there on that table which will send email to approver

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Raj_Esh]

Hi @mangeshbodh 

In WSD Reservation approvals are handlled little different than other modules. Although the approvals gets inserted in sysapproval_approver table. 

Goto sn_wsd_core_approval_definition, configure a condition

Create configuration in sn_wsd_core_approval_configuration which will be linked to sn_wsd_core_approval_definition. And in sn_wsd_core_performer_criteria here you will have to create a Criteria. where the Group of approvals will be part of for approvals. 

Hope it helps.

[mangeshbodh]

Hi @Raj_Esh 

I see these in our demo env. under Workplace Core --> Approval Definition.

and below configuration inside the reservation approval definition.

I have added workplace manager for testing purpose to see if request is being sent to any of the group members. but when I reserve a space it gets confirmed.

I was also looking at the approval engines but didn't know if changing it to Approval rules work. earlier it was turn Engines off

Thanks,

Mangesh