Page 1 of 1

Auto Assign Approvers and email Approval Requests

PostPosted: Fri Jun 29, 2012 3:10 pm
by gcorwinaci
Is there any way to setup an auto spproval process, where
Change Req comes in via email.
Email creates Change Req
Change Req gets assigned to a tech, gets assigned an approval method, gets assigned approvers and the approval request gets emailed out to the approvers for approval?

All I can figure to do is assign it, set approval method and send the email to the assignee... ther rest is still manual and I would like it automated for a few itmes that come in.

Thanks

Re: Auto Assign Approvers and email Approval Requests

PostPosted: Mon Jul 02, 2012 10:29 am
by eliaslynch
You need to use the create related object operation under the programming tab. Setup approval templates for each person you want to be an approver and then use that operation once for each template.

Just ask if you need help.

Re: Auto Assign Approvers and email Approval Requests

PostPosted: Tue Jul 10, 2012 1:10 pm
by gcorwinaci
Thank you for your response. It was super helpful.

Re: Auto Assign Approvers and email Approval Requests

PostPosted: Tue Jul 10, 2012 5:12 pm
by gcorwinaci
Well I got that far and I have them in and I have it set for Sequential Approval. Now how do I set an Approver's order in the chain? I have a whole bunch of stuff set, but I can't find how to set their approval order. This is the final piece

Re: Auto Assign Approvers and email Approval Requests

PostPosted: Tue Jul 17, 2012 6:11 pm
by pille
There's a rank field for approvers. That will determine the order for a sequential approval process.

Once you get that setup, there's an assignee and a voting method just click request approval and the rest should go as expected - of course that's based on the default workflow.