Excluding approval task for users member of a group (or vip)

kirakuna · ‎08-31-2023

Hi all,

I'm looking for editing the flow for most of our catalog items (not all of them) by preventing the "ask for approval" step for users that are in a determined group.

We were evaluating some possible solutions:

- customize all the flows impacted by adding a "if" condition for verifying if the user is in the group or not

- replace the "ask for approval" step with a subflow that is performing this check and use it to replace the current flow step (this seems to not work, the output is not matching the value of the approval task as if it was not waiting for it)

- adding a business rule in "sysapproval_approver" to automagically move to "approved" the record created for the users of that given group and for that particular set of catalog items

- create a scheduled job that is going to approve the aforementioned records

- editing the approval engine and manage this exception in "sysrule_approvals"

Do you know if there's a better way than one of the above or which of these is the most "standard"?

Thanks

Mohith Devatte · ‎08-31-2023

Hello @kirakuna You can go with the first approach by adding a IF condition to check if the user of part of that group or not that would be the easiest thing .

Because second one is not feasible and its a big thing to do

and also using a BR to automatically approve the approvals does not seem to be a standard approach as people might get confused who actually approved it but in the BG script would have done it.

Hope this helps

Mark the answer correct if this helps you

Thanks

kirakuna · ‎09-04-2023

@Mohith Devatte wrote:
Because second one is not feasible and its a big thing to do

I was trying by making a subflow that is only asking for approval if the user is not member of the group (look up group member record) and setting the subflow output with the result of the "ask for approval" record, but I'm not able to make it work properly

Since my colleagues prefer this solution as it should be easier to manage (one single point to manage the group, or else it should be scripted with a system property), is there a way to make it work?

Should I return the "sysapproval_approver" record instead of the "ask for approval" status?