Configuring Request workflow for Customer Enrolment

This request is mapped to a standard workflow and allows you to submit requests to enrol badges for customers.

Issue badges standard workflow

As part of the standard workflow, the Capillary platform provides a two-step approval process involving a Maker and Checker-based workflow.

1. Users with “CanMakeRequest” access can submit a request to enrol a customer in badges.
2. Users with “CanCheckRequest” access can approve or reject the request.

Once a Checker approves a request, the system executes it, enrolling the customer in the badges.

Configurations

You can enable Auto-approval configuration to enable auto-approval of certain user requests.

To configure, from the Request Workflows list, navigate to Issue_badge > Edit request workflow mapping, turn on the Auto-approval flag toggle and click Save

APIs to create, approve and retrieve request details

• Creating a request - <https://docs.capillarytech.com/reference/earn-badge-issue-badge-to-single-customercustomer-earns-the-badge>
• Approving a request - https://docs.capillarytech.com/reference/approve-or-reject-a-request
• Retrieve request details - https://docs.capillarytech.com/reference/get-request-info