Add Requests when Approval Process enabled


Teams can be created in two ways in Teams Manager:

1. From Teams tab: This is explained in section Create Team

2. From Requests tab: This is explained in below section.


Once a new Request is created, this is displayed under "My Open Requests". These Requests can be either approved or rejected by an Approver.


These steps are to be executed when Approval Process is enabled. Enable the checkbox under Settings->Setup->Approval->Enable Team approval process.


1. Go to Teams Manager and navigate to tab "Requests".



2. Click on button "Add a Request".


3. Select "Private" from "What kind of team will this be?" dialog box.



4. Select "1MT1005191341" from "Which Template do you want to use?" dialog box and click on button "Continue".

NOTE: Template "1MT1005191341" is already created using section "Create Template" and is available in Teams Manager.



5. Enter the details related to the Teams in the following fields:


5.a Team Name: This is a text field which accepts alphanumeric characters between 3 and 100. This is a mandatory field. Enter Team name as "PriREQ-S2S".

5.b Description: This is a text box which accepts alphanumeric characters. This accepts around 100 characters and this is not a mandatory field. Enter description as "This is a Request for Private Team".

5.c Owner: This is a text field and this field is by default updated with the user currently logged in. This will be the Owner of the Teams. One Owner is mandatory for the Teams, but there are possibilities to add more that one owner for the Teams. This is a mandatory field. By default this field is updated as "Christian Gross" as this is the logged in user.

5.d. Member: This is a text field and this field can hold more than one members. This is not a mandatory field. Enter "Jarbas Horst" as member.

Note: "Jarbas Horst" should be available in active users in Office 365.

5.e Comment: This is a text field and user can enter short description about the Teams. This is a mandatory field. Enter value as "This is a Private Team Request for S2S".


6. Click on button "Create".



7. Displays "Nice work" in dialog box and displays confirmation message "Successfully created request 'PriREQ-S2S'".


8. After successful creation of the Private Team, it displays Team under "My Open Requests" section in "Requests" tab.


9. Click on the tick mark on right corner of record "PriREQ-S2S".



10. It displays "Approve this request?" message box.


11. Enter comments as "Approved" in comments field and click on button "Approve".


12. Once the Team is approved, it goes to "Approved Requests" and the Team is displayed with following details in tabular form:


13.a Name: This displays the title followed by the Team name. Displays title as "P" and name as "PriREQ-S2S".

13.b Approval Date: Date when this request was approved. Displays the current date.

13.c Approved By: This displays the user who has approved this request. This is based on the users updated in Settings->Approval->Approver(list of users). Displays "Christian Gross" as this is the user who has approved this requests.

13.d. Template: This displays the template that is associated to the Teams. Displays "1MT1005191341".



The Team is also displayed under "My active Teams" in Teams tab.

Note: It takes up a minute for the Approved Requests to be displayed under My Teams in "Teams" tab.



Thus Private Team is created successfully from Requests tab.


NOTE: User has to select Public Teams in "What kind of team will this be?" dialog box. All other steps remain same when creating Public Teams.



This completes the functionality on creation of Requests in Teams Manager when Approval Process is enabled.


Back to Add Requests