Approval Process in Case Management and HelpDesk in 26A
in Help Desk
Summary:
Hi Team ,
As part of the business requirement, we need to enable an Approval Workflow in Case Management and Help Desk.
The workflow should function based on the Case Category. For example:
- When a Case is created with Category 1, it should be routed to Approver 1 once a specific field is updated (as per defined criteria).
- After Approver 1 approves the case, it should automatically move to Approver 2 for the next level of approval.
- Each approver should receive an email notification informing them that the case is pending their approval.
The workflow should ensure a sequential approval process and automated email communication at each approval stage.
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