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mnk Approval Process
Hi There,
We have configured the approval process wherein there is a scenario such that if department VP and Head are the same person, we would like to send the email notification once.
Is there anyway to implement this using out-of-the-box functionality.
Thanks.
Mnk
We have configured the approval process wherein there is a scenario such that if department VP and Head are the same person, we would like to send the email notification once.
Is there anyway to implement this using out-of-the-box functionality.
Thanks.
Mnk
We have 5 steps in the approval process.
1. Legal member - to approve if amount=10$
2.dept VP - to approve if amount >10 and <=150$
3.FPA director - to approve >150$ and <=300$
4. dept Head - to approve >300$
5. CFO - to approve if amount is >350$
In each step we are sending out the email notifcations.
Now usecase is if dept VP=Head we do not want to send an email notification to the dept head to avoid spamming.
PS: dept vp and head are 2 differnet fields in the custom object.
Thanks,
Mounika
As these steps are created in the approval process, you can add a criteria to each step which compares the values of the fields:
dept VP=Head such that if the condition is true - the email notification is not sent.
I am assuming that email notification is the only action in this approval process.