Flow designer: Update "Approval Type" Text

[Abdul Khan4]

On Flow designer written on catalog item, we have a requirement to update Approval type based on assignment group the task goes to.

How can we achieve this without using separate flow designer for Approval table. 

[Ashir Waheed · Accepted solution]

Hi @Abdul Khan4 

If you are talking about changing approver type based on Catalog Task assignment group. I would recommend you to follow these Steps

1. Create Task and Approvals in the flow itself.

2. As the attached image you need to use look up record action to query approval table.

3. in the condition use approval for->trigger-RITM.

4. After querying, you need to select Update record action, to update the approval type.

5. Follow the process like the below image.

Instead of setting comment field you can use your desired field.

Regards,

Ashir Waheed

[Abdul Khan4]

Thanks you. I will try this. 

[ronini]

hi @Ashir Waheed - I tried the steps provided & it worked for my requirement. Thanks!

However, the issue I'm experiencing now, every time the next approval triggers and changes state (requested to approved) the Approval Type moves as well. 

ex. 

Approval 1 - Manager (approval type) 

Approval 2 - Senior Manager (approval type)

Approval 3- Unit Head (approval type) 

Approval 4 - VP (approval type) 

when Approval 1 - Manager - Approved - okay 

Approval 2 - Senior Manager - requested

Approval 3- Unit Head - requested  

Approval 4 - VP - not yet requested.

next is 

Approval 1 VP - not yet requested - not okay 

Approval 2 -Manager - Approved - status okay but the approval 2 should be senior manager but now changed to manager

Approval 3 - Senior manager - approved - status okay but the label is not. 

it all goes jumbled. have you encountered this? if yes can suggest how to fix? thanks! 

[Ashir Waheed]

Hi @ronini 

It will depend on how your flow is configured. I don't have much details regarding that if you can provide more details or share the snapshot of the flow how approval and all is configured then I will be able to provide any guidance on this.

Here's the thing to note.

Approval 1 - Manager (approval type) 

Approval 2 - Senior Manager (approval type)

Approval 3- Unit Head (approval type) 

Approval 4 - VP (approval type) 

Since we have 4 approval levels. Make sure they are not triggering at the same time. If they are triggering at the same time then depending upon your flow configuration they may get jumbled.

Approval 1 must be approved first then the Approval 2 should be generated and so on.  

Regards,

Ashir Waheed