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Post on 14-Apr-2020
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How to configure Chain+Level based SRM approvals ?
Application Administration console > Custom configurationService Request Management > Approval > Approval ChainsCreate new approval chain as below
Add SR Management – Chain Process for requester’s manager approval
Add a Set Field action to set Status = Waiting for Approval
Add Level Process
Add Set Field action for Level process to set Status = Planning
You may configure the status depending upon the backend request configuration or business requirements.
Create Approval Mapping : Narrow down the mapping criteria as per SRD and chain process config
Create SRD : Select Approval Type = Custom and Assignment Option = Unchecked
Make sure Request Submitter has appropriate Manager is present in CTM:People form
Submit a request with Bob
The Request is Waiting for Approval for his manager i.e. Allen
Login as Allen and approve
The SR is now waiting for approval for App Admin which is level based approval configured in approval mapping
Login as appadmin and approve :
The SR has now Planning status as configured in set field action
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