Hi all -- two part question here.
I am trying to create a change approval flow for a complicated approval matrix. I have designed a table to pull user names for each approval "role" from a related table based on a field (region) in the record. Where I am getting hung up is that depending on the content of another field (change type) some "roles" don't need to approve.
I thought I could create a dynamic form rule to delete the content in the unrequired "role" fields, but realize that I cannot change that data since it is pulling from the related table. Is there a better way to manage this matrix with multiple dependencies?
Example below:
The linked Table contains Multiple Regions
| Role--> | Finance | Operations | Marketing |
| Region | |||
| Asia | Bill | Liam | Anne |
| Europe | Steph | Paul | Maria |
Each Record in the Change Request table is linked to the region and has a change request type. For change type 1, I need approvers from all roles. For change type 2, I don't need Marketing.
Part 2 of the question is that I would like to send email notifications only to the selected approvers. Is there a way to send a notification to the users in the names of multiple fields with one notification, or do I need 3 notifications to send to Finance, Operations, and Marketing?
Thanks in advance!
Chuck