Hello, I am relatively new to PA and need to craft a flow that is more involved than the others I have done.
This is what I am outlining for steps:
- Customer files a claim through a sharepoint list. This triggers the approval flow.
- Claim is approved or denied
- Claim that is approved sends email to customer and adds item to list.
- If the claim is approved, eventually someone will add “paid” to a column that is left blank upon submission.
- The item that is DENIED still needs to be kept for records. (There is no intention of giving the customer the option of editing their claim.) It either needs to still be added to the list OR added to a different one.
- Both the approved or denied claims should be visible to the company receiving the claim and the customer submitting it. Other customers filing claims should not be able to see other submissions.
My main questions are:
- If a claim is denied can I still add that to the list or does it need to be added to a different one?
- Is there any way that items can remain visible only to the company and the specific customer even upon approval?
- Am I tackling this flow correctly?
Thank you!
Please note: I am aware these might be questions better suited for a sharepoint forum, but I thought I would start here first.
