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

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Level 9

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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2 Replies

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Level 7

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

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Level 9

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

Got it now, have a nice day!

🙂

Mvh

Kundan.