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 Prasanna Venugopal (Prasan0990) Sensiple Software Solutions
Sensiple Software Solutions
IN
Prasan0990 Member since 2016 1 post
Sensiple Software Solutions
Posted: December 27, 2017
Last activity: January 16, 2018
Posted: 27 Dec 2017 9:39 EST
Last activity: 16 Jan 2018 0:34 EST
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Email Correspondence in Cascading Approval

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Hi

Am having a requirement to route the case to mulitple approvers for purchase request approval.

I have used cascading approval - Reporting structure to route the case to appropriate approvers for approval. But am unable to configure the email correspondence for each approvals. Eg: I have two levels of approval like Manager and Director and I need to send email to the user(One who raises the Purchase request) once Manager approves/rejects the purchase request and also for Director's approval/rejection.

Can anyone help me to resolve this issue?

Thanks.

Case Management
Posted: 5 years ago
Posted: 27 Dec 2017 10:14 EST
Lakshmi Venkatesh Kakumani (kakul) PEGA Associate Technical Solutions Engineer
Pegasystems Inc.
IN
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If I understand correctly, you want to send the mail once it is approved or rejected. You can try this if you didn't, Add Send Email Smart shape after the cascading approval shape in the flow. You can configure the connector such that only if approval continues to send email shape.

Similar usecase:

https://pdn.pega.com/route-cases-approval-cascading-approval-smart-shape
Posted: 5 years ago
Posted: 28 Dec 2017 1:54 EST
Prasanna Venugopal (Prasan0990) Sensiple Software Solutions
Sensiple Software Solutions
IN
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Thanks Kakul. But if I add send email shape after cascading approval shape then one mail correspondence will be sent after both Manager and Director approval. My requirement is to send seperate email for Manager and Director approval. 

Thanks,
Posted: 5 years ago
Posted: 28 Dec 2017 3:59 EST
Lakshmi Venkatesh Kakumani (kakul) PEGA Associate Technical Solutions Engineer
Pegasystems Inc.
IN
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Then, instead of Send Email smart shape, you can use a utility shape. Here in the activity use sendSimpleEmail activity in two steps. Differentiate the Manager and Director with the when conditions. For each, you can use different correspondence. 

Dinesh Gnanamoorthy
Posted: 5 years ago
Posted: 28 Dec 2017 5:21 EST
Prasanna Venugopal (Prasan0990) Sensiple Software Solutions
Sensiple Software Solutions
IN
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Thanks kakul. Actually I want to customize the cascading approval shape to send email correspondence for each approval. If you add SendEmail or Utility shape after cascading shape then email will be sent after all approvals(Manager and Director). I want to send email to user once the Manager approves the request and another email to user once the Director approves the request.

Thanks,
Posted: 5 years ago
Posted: 29 Dec 2017 0:24 EST
Lakshmi Venkatesh Kakumani (kakul) PEGA Associate Technical Solutions Engineer
Pegasystems Inc.
IN
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Yes you can try that but I think it should be some pz rule which you can't modify.
Posted: 5 years ago
Posted: 29 Dec 2017 0:27 EST
Prasanna Venugopal (Prasan0990) Sensiple Software Solutions
Sensiple Software Solutions
IN
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Yes. Can you tell me any other possible way to achieve this requirement. 

Thanks,

Accepted Solution

Posted: 5 years ago
Posted: 29 Dec 2017 0:57 EST
Lakshmi Venkatesh Kakumani (kakul) PEGA Associate Technical Solutions Engineer
Pegasystems Inc.
IN
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I see that the pxCascading flow is internally calling pyCascadingGetApproval flow which is available. So I guess you can tweak that.

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