Reservation Approvals for Recurring Reservations

Ali Jubran1
Tera Contributor

When a user makes a recurring reservation for a space that required approval, Approval records are generated for each occurrence. Is there a way to just ask for approval on the parent series (Source Reservation) and not each occurrence?

4 REPLIES 4

Supriya28
Kilo Guru

Hi Ali

 

We have had the same requirement recently with our WSD implementation, where if an employee submits a recurring meeting room reservation that requires approval, the approvals are triggered on individual occurrences, which means multiple approval emails. So if someone submits a reservation with 30 occurrences, there are 30 individual approval records generated for that approver along with 30 different approval notifications.

Did you find a solution to the above without customising?

kevindang
Tera Contributor

I would like to know if there is a solution to the approval for a series as well. Would be nice to approve just a series instead of each occurrence in a series.

jlynch23
Tera Expert

Has there been a solution or workaround found for this?  We are in the process of setting up an approval requirement on all Recurring reservations, however I know that the team doing the approvals will not appreciate the 100+ notifications and approvals for a 6 month recurring reservation...

 

Any insight into how to streamline this so it is just for the parent reservation not each occurrence?

You-Lan Bribach
Tera Contributor

In your approval flow, please restrict the conditions to take "recurring_parent". It should trigger only one approval request to approvers rather than multiple occurences approval requests.

Thank you.