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Approval process and action rule integration

I'd like to be able to kick off an approval process based on an action rule. This would allow for a much more robust approval process. An example that I am in need of would be to allow a user to enter a new hardware request [type]...a tech would then be required to populate a custom field with an estimated cost. Based on the estimated cost, it would kick off one of multiple approval processes. In my situation, the approver is different based on the cost. I know there are a lot of feature requests related to approval processes...and I think this would cover most. While being more cumbersome, it would provide a lot of flexibility.

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Comments

typhoon87

I like this idea but see that it could also require custom field logic as well which is a separate existing request.

apolloc

Good call. After posting this, I actually created two new hidden request types under the root one that the client chose. One called "<$500" and one called ">$500". Depending on what the tech selects, the appropriate approval process kicks off. It's a workaround...and it doesn't force the tech to select another request type in the event they forget.

axemanit

I had a similar issue. We have certain request types that need approval by an local junior manager before being passed to our techs. To get this to work I:

Created a custom field (Popup Menu) with all the work areas and added it to the requires request types.
Setup a CAB for each work area with the associated manager(s).
Setup an approval process for each work area referencing the required CAB.
Created an action rule for each work area. Criteria: "Custom Field" > "Custom field name" > "Is" > "Work Area". Action: "Add Approval process" > "Approval process name".

You could have a custom field with your thresholds listed and use that to trigger the action rule. Might look tidier to the clients / techs but your solution also works. I'm using version 12.5.0.