Approvers based on a selection on a form

Steven Lees-Smith

Hi there,

We have a few forms that need an approval before the request should be actioned, (email attachment sending, messaging on some social media platforms and such).  There is no rule to these requests, meaning there isn't a set list of approvers as it could be a supervisor, a technical lead up to a producer who is the approver.

What would be the best way to set up an approval so when a name is selected from the list the person selected receives an email and the ticket can then progress when they have approved the request?

I get I need to create a new workflow with the approval step in there, just not sure how to plug the logic in for the email to the person selected in the name picker.

 

Thanks

Tessa Tuteleers

Hi @Steven Lees-Smith , 

please look at approval documentation here, and customer notifications documentation here. 
For the customer notifications in your service desk, you have a notification "Approval required" which is sent out whenever an approval is required, to the user(s) that can approve it (set up with your workflow approval step). 

Please let me know if it is not clear. 

Cheers

 - Tessa