Flow Ask for approval need to create approval only for some users in the approval group

Eli7
Tera Expert

Hi All,

 

I have an approval group with a number of members for different companies within the parent organisation. When a user from company A submits a request an approval is created and a notification is triggered to all members of the approval group.

 

I would like to only create approval records for the approval group members that are in the same company as requester

 

Is there a way to accomplish this?

 

Appreciate any recommendations.

 

1 ACCEPTED SOLUTION

Pravindra1
Tera Guru

Hello @Eli7, You can create a custom Flow Action and place before Ask for Approval activity in Flow, which will take Approval Group and Requested for as an Input.

Pravindra1_0-1683282405449.png

Custom Action Configuration:

Create 2 input Variable as below:

Pravindra1_1-1683282505333.png

- Add a Script Step and create 2 input variable for step, then map Input variable of Action to Step Input Variable.

- in the Script body, write a script to get users from the selected group where Requested for company matches.

- Create an output variable and pass user sys_id array as highlighted below.

Pravindra1_3-1683282616244.png

 

- Create a List type Action output variable and map Step Output to Action Output variable

Pravindra1_4-1683282673964.png

 

Drag and drop output of Action to Ask for Approval approvers field.

Pravindra1_5-1683283096714.png

 

View solution in original post

3 REPLIES 3

Pravindra1
Tera Guru

Hello @Eli7, You can create a custom Flow Action and place before Ask for Approval activity in Flow, which will take Approval Group and Requested for as an Input.

Pravindra1_0-1683282405449.png

Custom Action Configuration:

Create 2 input Variable as below:

Pravindra1_1-1683282505333.png

- Add a Script Step and create 2 input variable for step, then map Input variable of Action to Step Input Variable.

- in the Script body, write a script to get users from the selected group where Requested for company matches.

- Create an output variable and pass user sys_id array as highlighted below.

Pravindra1_3-1683282616244.png

 

- Create a List type Action output variable and map Step Output to Action Output variable

Pravindra1_4-1683282673964.png

 

Drag and drop output of Action to Ask for Approval approvers field.

Pravindra1_5-1683283096714.png

 

Hi Pravindra,

 

It works perfectly  Thanks a ton! 

 

Eli7
Tera Expert

Hi Pravindra,

This is awesome. I will try this and revert!