Configure Approver functionality using NITRO Workflow Manager – Workflow 1

Applies To: SharePoint Online and SharePoint On-premises

Please make sure that the required list schema is created before start configuring this workflow, please refer https://www.crowcanyon.help/article/299 article for list schema details.

Workflow1: Create a workflow on Change Requests list “on item created” event. Configure workflow as shown in below screenshot.

Action1: Update the “Change Request” approval status when CR is created without submitting for approval. Configure “Update Item” action as shown in below screenshot.

Action2: Create a Change Request Approver Task when CR is submitted for approval with a change type that has the approver defined. Configure “Create Item” action as shown in below screenshot.

Specify the field mappings as needed.

Action3: Update the “Change Request” approval status when CR is submitted for approval  with a change type that has the approver defined. Configure “Update Item” action as shown in below screenshot.

Action4: Update the Change Request Approval Status (“Not Required”) when the change type has no approver configured. Configure “Update Item” action as shown in below screenshot.

Action5: Notify Requester on Change Request creation. Configure “Send Mail” action as shown in below screenshot.

Note: Please refer the app manual for creating the mail templates from here

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