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
Feb 14, 2022 9:57 AM UTC
Question

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

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

Level 6
Feb 22, 2022 8:06 PM UTC

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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Kundanism
KundanismAuthor
Level 10
Feb 23, 2022 9:27 AM UTC

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

Got it now, have a nice day!

:)

Mvh

Kundan.

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