Question

Email Correspondence in Cascading Approval

Hi

Am having a requirement to route the case to mulitple approvers for purchase request approval.

I have used cascading approval - Reporting structure to route the case to appropriate approvers for approval. But am unable to configure the email correspondence for each approvals. Eg: I have two levels of approval like Manager and Director and I need to send email to the user(One who raises the Purchase request) once Manager approves/rejects the purchase request and also for Director's approval/rejection.

Can anyone help me to resolve this issue?

Thanks.

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Correct Answer
December 29, 2017 - 12:57am

I see that the pxCascading flow is internally calling pyCascadingGetApproval flow which is available. So I guess you can tweak that.

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Pega
December 27, 2017 - 10:14am

If I understand correctly, you want to send the mail once it is approved or rejected. You can try this if you didn't, Add Send Email Smart shape after the cascading approval shape in the flow. You can configure the connector such that only if approval continues to send email shape.

Similar usecase:

https://pdn.pega.com/route-cases-approval-cascading-approval-smart-shape

December 28, 2017 - 1:54am
Response to kakul

Thanks Kakul. But if I add send email shape after cascading approval shape then one mail correspondence will be sent after both Manager and Director approval. My requirement is to send seperate email for Manager and Director approval. 

Thanks,

Pega
December 28, 2017 - 3:59am
Response to Prasan0990

Then, instead of Send Email smart shape, you can use a utility shape. Here in the activity use sendSimpleEmail activity in two steps. Differentiate the Manager and Director with the when conditions. For each, you can use different correspondence. 

December 28, 2017 - 5:21am
Response to kakul

Thanks kakul. Actually I want to customize the cascading approval shape to send email correspondence for each approval. If you add SendEmail or Utility shape after cascading shape then email will be sent after all approvals(Manager and Director). I want to send email to user once the Manager approves the request and another email to user once the Director approves the request.

Thanks,

Pega
December 29, 2017 - 12:24am
Response to Prasan0990

Yes you can try that but I think it should be some pz rule which you can't modify.

December 29, 2017 - 12:27am
Response to kakul

Yes. Can you tell me any other possible way to achieve this requirement. 

Thanks,

Pega
December 29, 2017 - 12:57am
Response to Prasan0990

I see that the pxCascading flow is internally calling pyCascadingGetApproval flow which is available. So I guess you can tweak that.