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Topics#Data ManagementIndranee Shhyam's Question
Indranee Shhyam (MoEngage) asked in #Data Management
Aug 21, 2019, 10:20 AM

sending approvals to manager whenever any field changes

I need to create the Notification Alert and Approval Process like if any user made any changes with Integration Start Date field(Account object) it will send the notification to Manager and with that it will send the approval to the Manager for that Integration Start Date field and once it has been approved,it will lock the record.

 

So here in this scenario, I have created the email alert through workflow through field update action as whenever any changes have been made with Integration Start date,and that field has been updated,it will send the notification alert to Manager ,but how to create the approval process for the same and then how to lock the record.

 

Really Need Help.

 

Any Suggestion would be appreciable.

 

Thanks in Advance!!
2 answers
  1. Anant Kamat (Prodapt)
    Aug 21, 2019, 11:16 AM
    Hi Indranee,

     

    You can use a Process Builder to trigger the approval process whenever the field is changed. You can define immediate actions in the Process Builder to notify the manager regarding the change. Hope this helps.

     

    Thanks,

     

    Anant
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