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Customer Service forum

Case Management and Record Approval

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I have created a form that creates records which are then pushed to an entity where all the records are displayed in a list automatically. These records are related to legal cases and the information in them needs to be accurate, therefore, I need to implement an approval step or process. I have looked through plenty of resources and have not found a clear solution to approving a record after it has been created. Anyone have any solutions?

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  • Martyna Profile Picture
    470 on at
    RE: Case Management and Record Approval

    hi David, it depends on the requirement, do you need someone to go into that record and flag its been approved? do they need to be able to approve via email? you can create a view with the records that needs approving, you can build a business process flow with the approval step required or you can use this flow.microsoft.com/.../modern-approvals

  • MihirShah Profile Picture
    4,036 on at
    RE: Case Management and Record Approval

    You can consider the below -

    Create a approval queue for the approval process.

    So when the record is created the record is sent to the approval queue if it requires approval.

    Once approved you can remove it from the Approval Queue.

    If needed you can make the queue a private queue, so only users added to the queue can approve the record.

    Hope this helps.

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