Configuring Goodwill Points Request Workflow
This request is mapped to a standard workflow, allowing you to submit requests to issue goodwill points.
Points redemption standard workflow
As part of the standard workflow, the Capillary platform provides a two-step approval process involving a Maker and Checker-based workflow.
- Users with “CanMakeRequest” access can submit a request to issue goodwill points.
- Users with “CanCheckRequest” access can approve or reject the request.
Once a Checker approves a request, the system executes it, allowing the issue of the goodwill points.
Configurations
- Auto approval - You can enable Auto-approval configuration to enable auto-approval of certain user requests.
- Goodwill points upper cap - You can set an upper cap to restrict the issue of goodwill points.
To configure, perform the following:
- From the Request Workflows list, navigate to Goodwill_points > Edit request workflow mapping.
- To set auto-approval, turn on the Auto-approval flag toggle.
- To set an upper cap for goodwill point issue, in Goodwill points upper cap, enter the goodwill points upper cap value.
- For sending e-mail notifications on the request status, enter the customer's e-mail ID.
- Click Save.
APIs to create, approve and retrieve request details
Create request - https://docs.capillarytech.com/reference/issue-goodwill-points
Approve or reject a request - https://docs.capillarytech.com/reference/approve-or-reject-a-request
Retrieve details of a request - https://docs.capillarytech.com/reference/get-request-info
Updated 4 months ago