Create approval records for all tasks
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4 weeks ago
Hi experts,
Can someone guide me how to create approval records at once for all change tasks in flow designer?
Im doing a lookup > for each > Ask for approval, but this creates approval records sequentially. My requirement is to do a lookup on all change tasks associated with the change request, and then create approval records assigned to the change_task.assignment_group.manager.
For example. if there is 2 change task assigned to group "ABC" and "XYZ", then create 2 approval records and the approvers need to be the "MANAGER" of group "ABC" and "XYZ".
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4 weeks ago
Parallel Subflow Approach
Step 1: Create Subflow "Create Change Task Approval"
Subflow Configuration:
Go to: Flow Designer > Subflows
Click: New
Name: Create Change Task Approval
Description: Creates approval for individual change task
Subflow Input Variables:
Variable 1:
Name: change_task_record
Type: Reference
Table: Change Task [change_task]
Variable 2:
Name: approver_user
Type: Reference
Table: User [sys_user]
Subflow Action:
Add: Ask for Approval action
Configure:
Record: change_task_record (from input)
Approver: approver_user (from input)
Approval Field: LEAVE COMPLETELY EMPTY
Wait for Completion: true
Short Description: Approval required for Change Task
Step 2: Main Flow Configuration
Flow Steps:
1. Lookup Records
Table: Change Task [change_task]
Condition: change_request = [your change request sys_id]
Return: All matching records
2. Do the following in parallel
Add: Flow Logic > Do the following in parallel
3. For each (inside parallel)
Add: Flow Logic > For each
List: Change Task records from step 1 lookup
Item Label: Current Change Task
4. Call Subflow (inside for each)
Add: Action > Subflow > Create Change Task Approval
Configure Inputs:
change_task_record: Current Change Task (from for each)
approver_user: Current Change Task > Assignment Group > Manager
Complete Flow Structure:
Main Flow
├── 1. Lookup Records (Change Tasks)
├── 2. Do the following in parallel
└── 3. For each Change Task
└── 4. Call Subflow: Create Change Task Approval
├── change_task_record: Current Change Task
└── approver_user: Current Change Task.Assignment Group.Manager
Subflow: Create Change Task Approval
└── Ask for Approval
├── Record: change_task_record (input)
├── Approver: approver_user (input)
└── Approval Field: [EMPTY]
Glad I could help! If this solved your issue, please mark it as ✅ Helpful and ✅ Accept as Solution so others can benefit too.*****Chavan A.P. | Technical Architect | Certified Professional*****