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Vacation request - approval from manager?

Miroslav Šestak

Hello,

What would be some simple workflow and settings to get request approval for manager?

I have created a request, added a form with fields:

Name - name of employee that is requesting vacation days
Department - department of employee
Date from/to - Dates between which he/she will be using vacation.
Manager - I added Users field here, from which requester will pick his manager from the list.
(it's connected to AD, so all users are available)

I would like to have approval step in workflow, manager gets notification, approves, and it's transitions to "Approved", then HR writes it up and they transition to "Done".

I tried playing with Workflows but probably I'm missing some check mark somewhere

Thanks!

Accepted answers

Manne Kjærby - ProProces

Hi Miroslav.

Seems like you are on the right path. :-)

If you click on the workflow status while editing you can click: Include Approval step

Then click next and define approval source and number of approvers (approves will get notified by mail)

Click next and define what transitions should be used when approved or declined, then click add.

Hope it helps.

Nikola Perisic

Hi @Miroslav Šestak

For the approval part, you need to set the approval step:

Screenshot 2025-01-21 at 09.58.52.png

Screenshot 2025-01-21 at 09.59.07.png

When you have this set up, you would need to create an automation rule:

Trigger - Approval completed
Smart values condition - {{approvals.decision}} equals Accepted
Assign issue to - you can specify the role of HR in your project or group of people who are the HR , and they are taking from there

All comments

Manne Kjærby - ProProces

Hi Miroslav.

Seems like you are on the right path. :-)

If you click on the workflow status while editing you can click: Include Approval step

Then click next and define approval source and number of approvers (approves will get notified by mail)

Click next and define what transitions should be used when approved or declined, then click add.

Hope it helps.

Manne Kjærby - ProProces

A little addition - You can under project settings -> customer notifications -> approval required define if the user needs to be logged in to approve or they can do it directly from the mail.

Ajay _view26_

@Manne Kjærby - ProProces - Spot on!

Nikola Perisic

Hi @Miroslav Šestak

For the approval part, you need to set the approval step:

Screenshot 2025-01-21 at 09.58.52.png

Screenshot 2025-01-21 at 09.59.07.png

When you have this set up, you would need to create an automation rule:

Trigger - Approval completed
Smart values condition - {{approvals.decision}} equals Accepted
Assign issue to - you can specify the role of HR in your project or group of people who are the HR , and they are taking from there

Miroslav Šestak

@Manne Kjærby - ProProces @Nikola Perisic

Thank you guys, you both are correct. That's the part I was missing.

I had everything set-up like on screenshot, but didn't marked that "Add approval step".
Now everything is working like how it should!

Miroslav Šestak

Thanks!

Nikola Perisic

@Miroslav Šestak

Glad it worked!

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