Flow Designer, if user is a part of certain group approve request automatically.

HenryD
Tera Guru

Hello, I'm newish to flow designer mainly work within the workflows but I'm having trouble finding "groups" in flow designer, what I want to happen is when a request is submitted thru a catalog item, if the user submitted the catalog item is a part of a certain group, automatically approve it. anyone have any tips on this? thank you in advance. 

1 ACCEPTED SOLUTION

Sandeep Rajput
Tera Patron
Tera Patron

@HenryD Please configure the flow as follows.

 

Screenshot 2023-12-29 at 12.08.08 AM.pngScreenshot 2023-12-29 at 12.09.06 AM.pngScreenshot 2023-12-29 at 12.11.19 AM.pngScreenshot 2023-12-29 at 12.12.27 AM.png

 

Hope this helps.

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7 REPLIES 7

hello while it does help me, whenever i run it, it gets stuck at the second step it says record is 0 on check count and stops 

@HenryD Does it return any error, could you please post a screenshot.

@Sandeep Rajput , I have a similar requirement, but slightly different.

We have an approval check early in the flow that ask for approval from the requested_for's manager.

 

This same flow 1 of 5 different request types that could have been selected at time request was submitted. EACH request type has it's own approval group.

 

My requirement is,  IF a member of my approval group for the particular request type  was:

1. Either the requested for's approving manager (meaning they approved in an earlier step in the flow)

OR

2. They opened the request on BEHALF of someone else

 

If EITHER of those are true, then we do not need to proceed with the current "ask for group approval".

 

Screenshot of how I set this up and it's returning false.

Group is [My approval group]

AND

User is Trigger > Service Catalog > Requested Item Record > Requested for > Manager OR

User is Trigger > Service Catalog > Requested Item Record > Opened by

AND

User is Trigger > Service Catalog > Requested Item Record > Opened by

 

kdelbridge_0-1752691775166.png

 

I am thinking that the IF opened by is an approval member, but at the same time, requested for is not

 

when I tested this, my count came back as ZERO.