Can we add Workflow Activity to an 'Ask for Approval' action in Flow designer?
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02-16-2024 02:54 AM - edited 02-16-2024 02:55 AM
We are triggering RITM approvals using flow designer and want to populate 'workflow activity' field to identify which application's approval is being triggered
We are triggering approvals using 'Ask for approval' action where there is no field or option to map 'workflow activity' field.
In workflows, that is implemented as soon as we use any approval activity but in flow designer is there any way to do that?
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02-19-2024 01:22 AM
Because asking for approval could create 1 or could create many approval records, you first need to add a step before you can update your approval record(s).
If there is a chance your flow will create multiple approval records (such as when asking a group to approve) you need to add the "Look up records" action. Add your condition on this action to look up approvals where the approval is for the trigger RITM. (see screenshot below). You could add more conditions to this such as state = x. Whatever suits your business needs.
You then need to add a "for each" flow logic. For each approval record found in the step above, and then add your update record within that.
If you will only ever be asking for 1 approval (such as line manager approval) then use the Action "Look up record" (no "s" on the end). Use the same conditions as above. You don't need a for each loop on this and can go straight to updating the record.
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06-04-2025 05:33 AM
You can use the approval reason field instead
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06-04-2025 05:44 AM
Hi,
You can use Approval Reason field introduced in Yokohama release.
If you want to update any other field on approval record, add a Look up Records Action and add the necessary conditions like Approving is RITM datapill, State is Requested.
Then add flow condition for each in Look Up Records, add the Look up Records datapill, and inside it add update record for Approval table, use the Look up record from Flow condition 'for each in' (not look up records).
Update the necessary field using Update record action.
Regards,
Ehab Pilloor