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workflow flow help for approval steps

Krishna Malutummeda July 4, 2024

Hi All,

 

we have a  requirement for approval steps. 

 

1.we have custom filed name is :Risk and values are 1.Low ,2 Medium, 3.High

2.Another custom field is change Type  values are 1.Standard , 2.Emergency

3.based on the dates we need approvals 

 

so anyone can help me to complete the requirement

1 answer

0 votes
John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 5, 2024

Hi Krishna,

You should be able to do that through transitions and conditions in your workflow. 

Please provide more information as to your EXACT scenario. 

Krishna Malutummeda July 8, 2024

Hi @John Funk 

 

I need to update approval steps based on the custom dates.

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 8, 2024

That's not very EXACT. We need EXACT details otherwise we cannot help you. 

Krishna Malutummeda July 8, 2024

Hi @John Funk 

approvals based on the change type, change risk, and the change dates

Change type we have two values(Standard, Emergency)

Change risk we have four values (Low,Medium,High,Critical)

custom dates( ex:08-07-2024 to 08-08-2024)

as per the mentioned details we need to routed to Approving managers,(Cab approvals+ Managers)

Ex:(If we select Change risk is High and change type is emergency and date is 10-07-2024) based on the timeline approval step is diverted to Cab approvals)

 

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Krishna Malutummeda July 8, 2024

Hi @John Funk ,

 

Is there any possibility to full fill the requirement. 

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 12, 2024

You should probably do an automation rule based on an IF/ELSE set of conditions where you identify the set of conditions that match the group of fields and then add an action to Edit Issue and update the Approvers field. 

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