Need to set up Manager Approvals/Custom Approvals/SC tasks creation based on form variables conditions for your catalog items??

No need to tweak existing flow/Workflow or create brand new flow/workflow in this scenario.

We have a very easy way to set this up without any code/logic using Out of the box "

Step based request fulfillment" flow

How do we do this??

Let's start

A)Using Catalog Builder

1)Open Catalog builder and Start creating New catalog item or You can eidt existing catalog item as well

2)Pick appropriate Catalog item template:

3)Fill the item details till Fulfillment stage:

4)In the Fulfillment stage , pick "Step based request fulfillment" flow from the drop down

5)In steps option> Pick the step you want to configure

a)Manager approval : Approval goes to Requested For Manager if your using Standard Employee variable set or you can add or rename requested for variable value as "requested_for"

B)Custom approval : Add users/groups to send approvals (Can you set up conditions as well when to trigger)

c)Task creation: Can set short Description, Description, Assignment group, Assigned to and Priority as well.

6)This is how it looks after the set up, you can re order this sequence or you merge to run multiple steps at once.

7)Complete other steps and publish the item.

8)Lets submit a request and verify the results

RITM stage set to "service fulfillment process"

9)a)Manager Approval:

b)Custom approval :

C)Catalog Task:

B)In the Classic UI: Search for "Service Fulfillment Stage" table name "sc_service_fulfillment_stage" and configure the same

ex: Create a Stage

Set up Approvals/Tasks and Update the Flow as "Step based request fulfillment" and your done

Let me know if any questions/concerns.

Thank you,

Hemanth

Community Rising Star 2022-2023