I am creating an approval process on time sheet module. For this there will be 2 roles:
Scenario : When the employee submits the time sheet using a Task, the Task should change from
Submit → Submitted
An email should go to his manager.
On the same table the Manager can see, the employee’s time sheet.
He can either : Approve or Reject the time sheet by the employee using Task.
Can you please guide me to the correct path, any idea how this can be implemented?
I do have a rough idea, however its not fullproof.
Best answer by Mark JongelingView original
Yes, I was able to create the complete flow. Thanks for the guidance.
Thanks Mark, I started having 3 process flows with starting point as the task. Each process flow work for various status change along with sending emails to respective recipients.
I will work on it and get back if I get stuck. :)
You can have two or three tasks depending on the desired implementation;
With role configuration, you can make sure the tasks are only available to the correct role.
Submit timesheet will start a process flow, or otherwise creates a record for a system flow to pick up and start sending an email to the manager of this employee.
Let us know if you need any more assistance 😄