AnsweredAssumed Answered

When should I use Assign Flexi Task

Question asked by davidjohnson5000 on Mar 5, 2017
Latest reply on Mar 6, 2017 by chris.ben

I have a requirement that for a List Item that:

 

Person A needs to review first and approve

Person B should receive the list item ONLY if Person A approves and should acknowledge receipt once received..(just acknowledge is needed not approval)

Person C should receive the list item ONLY if Person A approves and should acknowledge receipt once received..(just acknowledge is needed not approval)

 

Is the Assign Flexi Task what I should use for this requirement ?  Also when I send the request to Person A I was hopeful it was possible to embed all the attachments found within the List item to the approval request.

 

I have been using this for my reference, but it I can not extrapolate the information provided into a solution for the above.  In addition I received some information from a prior post awhile back, but my above scenario is slightly different.

 

Note my administrators have not turned on Lazy Approval in case that makes a difference.

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