Flow designer - approvals

SingL
Tera Contributor

‎11-20-2024 11:13 AM

Hi everyone, 

I want to put two levels of approvals in RITM using flow designer.

 Approval trigger to the requester - if he approves - update RITM,

 

- if he rejects then update RITM

 

- if no action taken for 2 weeks time then it should trigger the same approval of RITM to requesters manager. 

can anyone please help on this? 


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jcmings
Mega Sage

‎11-21-2024 09:36 AM

I would recommend drawing this flow out out on a piece of paper so you can visualize exactly what needs to happen. Don't be afraid to play around in flow designer either! Spin up a PDI and try to do it yourself. 

 

Trigger: RITM submitted

Actions:

  1. Ask for Approval (to Requester on Trigger record)
  2. If (Action 1 == Approved):
    1. Update RITM
  3. Else (handles Rejection or Skipped or any other state; you can specify Else If Action 1 == Rejected and also build in a separate Else if you want)
    1. Update RITM
  4. Wait for a duration of time (Flow Logic)
    1. Ask for Approval (Trigger > Requester > Manager)
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