Change Request Auto-Closure After Third Rejection

[Community Alums]

I need to create an approval process for change requests. If a change request is approved, it proceeds to the next stage. If it's rejected during the first or second approval attempt, it reverts to the 'New' state. However, if it's rejected on the third attempt, it should automatically transition to the 'Closed' state.

is there any OOTB solution for this?

[J Siva · Accepted solution]

Hi @Community Alums 

As far as I know, there is no such OOB feature. However, you can achieve this by using either scratchpad variables (Workflow) or flow variables (Flow Designer).

If you are managing the CRQ lifecycle using a workflow, create a scratchpad variable to store the rejection count. Each time a rejection occurs, increase the count by 1. Before moving the state back to 'new,' check the rejection count and proceed accordingly. The same applies to Flow Designer, but you will need to use a flow variable.

Hope this helps.
Regards,
Siva

[Ayush Arora 23]

Hi @Community Alums  

You can use the Flow designer to cater such problem. Firstly you need to declare the flow variable eg counter. Use do the following until flow logic and add the approval activity also for each iteration increase the counter variable by 1. Set the exit condition if the flow is rejected or counter is 3 exit the do while loop and update the record to closed incomplete state.
Hope this helps.

Kind Regards,

Ayush

[Abintimothy]

Hi @Tejas Adhalrao ,

Please do use workflow editor or you can go ahead and use the lastest flow designer to tackle such problem  First you need to declare the flow variable . and proceed to  flow logic and add the approval activity  Set the exit condition if the flow is rejected or counter is 3 exit the do while loop and update the record to closed incomplete state.