Exclude a group member in the "Ask for Approval" action.

[thaidh]

In my "Ask for Approval" action, I need to exclude a leader from the Group Leaders. How can I do that?
I need to send approval requests to all leaders in Group Leaders except one.

[Roshnee Dash]

Hi @thaidh 
You can check with these steps.

• Retrieve Leaders:

  • Use Lookup Records to get all members of Group Leaders.

• Filter the Data Pill:

  • In a For Each Loop, iterate through the retrieved list.

  • Add a Condition step:

    • sys_id != <excluded_leader_sys_id> (Replace <excluded_leader_sys_id> with the actual sys_id).

  • Store the remaining users in a new list.

• Pass Filtered List to Approval Action:

  • Use the modified list as input for Ask for Approval, ensuring the excluded leader won’t receive the request.

• Alternative Approach: Using Encoded Query in Lookup Records

  If you want to exclude the leader earlier:

  • Modify the Lookup Records step with an Encoded Query:

    sys_id!=<leader_sys_id>

  • This directly prevents the excluded leader from being retrieved.

[Roshnee Dash]

Hi @thaidh 
If you found my response helpful, please mark it as correct and close the thread so others can benefit from it too.