Mandatory Take Action on all Item in a New Account Access Request

[iqbalsingh]

Hi,

For New Account Request, can we make it mandatory to take action on all the requested items - New Account and Requested Entitlements.

Sometimes, client may only approve the New Account item and may miss the Add Entitlement tasks.

[rushikeshvartak]

Handle this in workflow ars_requests.requesttype==3 then approve so account won’t go for approval else normal access for approval 

[sk]

There is no direct setting which will make it mandatory to take action on all items of request. Instead you can handle it differently in  WF based on your requirement

1.  If you don't have any specific requirement on Account approval. Then build a WF to auto approve the account request using condition "ars_requests.requesttype == 3 and entitlement.entitlement_value == null" and at SS level select Task Action as "EntitlementsOnly". But in this way you are eliminating approvals at account level and approver only has to do entitlements approval. Also if request contains more than one entitlement then he can still take action on one or more line items have others open for later. 

If you have specific requirement for Account approval then I don't see a way you can achieve your requirement. Maybe you can give it a try using serial workflow type.

[iqbalsingh · Accepted solution]

Hi @sk and @rushikeshvartak ,

Thank you sharing your solutions.

Enable Approve All/Reject All from Request Approval setting under Global Configuration -> Request, worked for our case.

Thanks!