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Change - Approval group

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Alina Festeu
Collector

Change - Approval group

hello,
Is there a way to send mail to approval group, when Approval result=Rejected, or when Approval Deadline="Today".
Thank you!
7 REPLIES
Arjan Koning
Collector

Re: Change - Approval group

you may want to use a scheduled databaserule for a mail at a certain time before the approval deadline. (condition: status(*) is active and approval deadline (*) exists)

For the " rejected part" of your question
condtion
Approval;#Approvers Required (*) is more than Approval #Approved approvers AND status is " ready"

(something like this)
Mark O'Loughlin
Honored Contributor

Re: Change - Approval group

Hi,

it is possible. Copy the approval result to another field. Use it to set the status of the change to approved or rejected and at this point set up a send mail rule to fire off an email.
Alina Festeu
Collector

Re: Change - Approval group

Hi Mark,
I have created a custom field, but when I make a db rule with this custom field the approval group is not in the list of sent to.
Please see attach.
Shilovskiy.Oleg
Occasional Contributor

Re: Change - Approval group

Did you try type fieldname manualy? Ex. [Approval CAB] (against your fildname)
Ruth Porter
Honored Contributor

Re: Change - Approval group

Hi there,

The Approavl group will not be available as an attribute in a rule so although the advice above shows how you can send an email it can help with this.

We have got round this by sending an email to the person the record is assigned to and getiing them to send the email to the approval group.

Hope this helps, Ruth
http://www.teamultra.net
Alexander Kriku
Frequent Visitor

Re: Change - Approval group

hi,

this can be solved the following way:
create a custom text field,
create a db rule that runs "update data from external system" action when approval status is set to "in progress".
the script selects the approvers' emails for a given change id and fills your text custom field. (see attached file)
this field can be used later in "send e-mail" action - just type the name of custom field manually, i.e. [Approvers emails]
Alexander Kriku
Frequent Visitor

Re: Change - Approval group


lost attachment...
//Add this to "OnDomLoad" event