Auto Assign Approvers and email Approval Requests

Open discussion about our Alloy Navigator 6 application

Auto Assign Approvers and email Approval Requests

Postby gcorwinaci on Fri Jun 29, 2012 3:10 pm

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
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Re: Auto Assign Approvers and email Approval Requests

Postby eliaslynch on Mon Jul 02, 2012 10:29 am

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.
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Re: Auto Assign Approvers and email Approval Requests

Postby gcorwinaci on Tue Jul 10, 2012 1:10 pm

Thank you for your response. It was super helpful.
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Re: Auto Assign Approvers and email Approval Requests

Postby gcorwinaci on Tue Jul 10, 2012 5:12 pm

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
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Re: Auto Assign Approvers and email Approval Requests

Postby pille on Tue Jul 17, 2012 6:11 pm

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.
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