Can we create an approval process for Request or possible to add in a request? So, the request follows stages in request handling? | Community
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Kundanism
Level 10
February 14, 2022
Question

Can we create an approval process for Request or possible to add in a request? So, the request follows stages in request handling?

  • February 14, 2022
  • 1 reply
  • 618 views

Hi

Can we create an approval process for Request or possible to add in a request? So, the request follows stages in request handling?

Mvh

Kundan.

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1 reply

Level 6
February 22, 2022

Hi Kundan,

You're question leaves me with a few questions for you...

First, are you referring to a 'request' as something that has been submitted via the Requests tab on the Issue object or are you referring to the Request status associated with a project?

If you're referring to the request intake, you can associate an Issue level approval workflow to the Queue Topic.

If you're referring to the Request status, then you'd associate a project level approval workflow on the project that is triggered when the status = Requested and initiate this by either clicking the Submit button on the Business Case tab or manually changing the project status to Requested.

Hope this helps,

Teale

Kundanism
KundanismAuthor
Level 10
February 23, 2022

Thanks a lot ‚ for the correct response, in this scenario. We have situation number 2.

Got it now, have a nice day!

:)

Mvh

Kundan.