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Activity 5 - Create Approval

Create a new Service item and walk through the Approval Process.


Create a Form in Request CE and attach a single approval process.

Request CE Form

Basic form with one submittable page and a confirmation page.

One the submittable page make sure that it has some basic customer information. If time allows, automatically set these fields using Bridged Resources (use the datastore People form).

On the confirmation page thank the customer and use answers in the text to personalize the message.

Approval Task

Create a task tree that finds the approver, and calls the Approval Routine. After the approval has been processed, the tree should perform different actions for Approved and Denied options.

Extra - create a notification routine that can be used for either the approval or the denial message.