Customer Approvals to a variable person

This is an issue in VSM. If you set a Customer Approval to a variable person (e.g. the customer’s manager) but the customer record does not have a manager filled out, the approval is assigned to the customer. This is confusing people when they raise a request and are asked to approve it themselves. They understand that this is a data issue but I see this happen at a lot of customer sites. Can we have an option in admin to say “if not customer is found for a customer approval task, assign to xxxxxx” where we could assign it to an account which is in the Service Desk group so that they Service Desk can re-assign?

  • Guest
  • Jul 23 2015
  • Reviewed by Alemba Product Manager
  • Attach files
  • Guest commented
    July 29, 2015 07:05

    Hi Jpopoff, I think you may add an extra Conditional Branching Task in your workflow right before the customer approval task to check whether the request customer has manager. Within that CBT you may apply an action to change the next task approver accordingly to the condition check results.

  • +1