approval escalation

[vikasgc1999]

Requirment Summary:

1. Day 0: Initial approval request is sent.
2. Day 2: 1st reminder is sent after 2 days of the initial request.
3. Day 5: 2nd reminder is sent after 3 days from the 1st reminder.
4. Day 7: 3rd reminder is sent after 2 days from the 2nd reminder.
5. If no action is taken after the 3rd reminder:
   • Request is escalated to the next level manager on Day 7.
   • Next level manager has 5 days (until Day 12) to approve the request via email.
   • If no action is taken by the next level manager by Day 12, the request expires.

Summary:

• Day 0-7: Reminders are sent sequentially if no action is taken.
• Day 7: Escalation occurs.
• Day 7-12: Next level manager has 5 days to approve after escalation.
• Day 12: Request expires if no action is taken by next level manager.

[AnveshKumar M]

Hi @vikasgc1999 

If you are using flow designer, in the ask for approval action set the due date as relative 7 days and cancel the approval, then in the next step using if logic, check if approval state is cancelled again use ask for approval from the manager's manager here use due date as 5 days and cancel.

For reminders you can create seperate flow, which runs every day and look up approval records from sysapproval_approver table which are pending for 2 days/ 5 days and 7th day then trigger notification for each found record.

Please let me know if you have any issues.

Please mark my answer helpful and accept as a solution.

[vikasgc1999]

In my scenario there 50 ask for approval is there 1st level 2n level 3rd level 

[AnveshKumar M]

In that case, you just create a new flow, which runs at specific times in a day (you can decide how frequently you want it).

• Use the look up records action and get all the approval records from sysapproval_approver table which are in Requested state.
• Then use FOR in flow logic and iterate through each record and check the age of approval (like 2 days, 5 days & 7 days etc.) and send the notification accordingly.
• If the approval is not done even after 7 days, then use update record action to update the approver field in approval records with approver's manager.

Please mark my answer helpful 👍 and accept as a solution ✅ if it helped.