Has anybody got experience with the advanced appro...
# general
f
Has anybody got experience with the advanced approvals suite solution bundle? More specifically, setting the next approver using a dynamic approval rule? Slack Conversation
k
I have some limited interactions with it - mostly around helping someone else finish their setup with some creative design. Depending on the level of help needed, might be more than I can give over slack. What is it you are needing assistance with?
f
Any help is appreciated... First Approval Rule should set the next approver to be whoever is picked from a list of employees. For example in screenshot the next approver would be Eureka Solutions 3(Requestor field). I assume this would be achieved through dynamic rule but not working as expected
k
Can you screenshot your dynamic rule itself?
I've used dynamic rules to bring in info from a related record - i.e. a custom field on the department tied to the transaction to set the next approver that way. While that seems more difficult, there's a field I'm not sure what to put in if you aren't linking to another record
f
I had been testing with a custom field (nextapprover) on the employee record
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k
I'm not sure you need that custom field on employee record - you can likely use the employee ID field
That said, your setup looks mostly correct to me assuming that the Record Field on Transaction is the same ID as the requestor.
in your first screenshot
Also is requestor not the person entering in the transaction?
If so - wouldn't the process simply be to have them enter the transaction and then submit for approval?
thus bypassing the need to set a first stage of approving it themselves?
I just noticed - your IDs match the example from the solution guide setup on the Record Field on Transaction
Are you sure that's the right ID in that box for the transaction field for requestor?
f
Here are the field Id's for the requester field and the custom field on the employee record. The requirement is for the user to be able to select a bill approver(I am planning on renaming the requester field label to bill approver). It may not always be there own user.
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k
I'm guessing you've got something else interfering with this then - that setup looks correct to me