Unable to see ‘submit for approval’ option for campaign run
EPAM Systems, Inc.
ES
Hi,
I ain't sure about the marketing outbound campaign product, but as a generic solution, I would advise you to check the local actions configured at that particular assignment shape associated with the current stage.
Kindly let me know if it helps. Thanks,
Asif
Accenture
SG
Hi Asif,
Have checked as well during in the offer design canvas - was not able to see any "Approval" shape to be defined. Is there any specific component I need to create/activate for this?
Regards,
Shi hui
Accenture Pte Ltd
SG
Realized that we need to define a budge amount >$5000 for the approval selection to appear. This is configurable. But now another question is, after i submit for approval I'm not able to see where the request goes to - even though i have defined the user's manager. Anyone knows what i might have missed?
Pegasystems Inc.
AU
Hi Shi Hui/GongPing,
Have you checked the queue of the User's Organisation Unit manager. I believe you are checking user's manager. Per the document it says
"The system automatically routes approval requests to the manager of the user’s organizational unit. In addition to adding the Campaign to the manager’s Work List, the system also notifies the manager about the approval request via email. This email contains salient Campaign details, the marketer's note, and a link to directly open the Campaign."
Thanks,
Karthik
Accenture Pte Ltd
SG
Hi Karthik,
Have checked, need to indicate the manager at the org chart level for the different units. I have manage to see the approval request, but only when i go into each campaign. I was expecting the request to appear on the portal dashboard when login analyst portal, under worklist? Otherwise it would be very time consuming to go in to check one by one?
EPAM Systems, Inc.
ES
Just checking, have you tried to trace it down? Or try to see an audit entry of the case. You'll be able to identify request status and routing comments.