Help with Flow Designer: Approval to Supervisor of Selected User

[KumarBaddula]

Hi All,

I’ve created the catalog item "VPN Service" and now I’m working on building the associated Flow Designer flow. I need the flow to send an approval request to the supervisor of the user selected in the "Who will be Assigned to Token" field (which is a reference to a user record).

Can anyone guide me on how to configure the flow to:

• Get the user from the "Who will be Assigned to Token" field

• Retrieve that user's supervisor

• Send an approval to the supervisor?

Appreciate any tips or examples. Thanks!

[Shruti · Accepted solution]

Create a flow 

1. Use Get catalog Variables action to fetch variables from Request item

2. Look up user record with sysId = Who will be Assigned to Token

3. Use Ask for Approval action. Dot walk to user record's manager to send approval to the manager

[Shruti · Accepted solution]

Create a flow 

1. Use Get catalog Variables action to fetch variables from Request item

2. Look up user record with sysId = Who will be Assigned to Token

3. Use Ask for Approval action. Dot walk to user record's manager to send approval to the manager

[Roshnee Dash · Accepted solution]

Hi @KumarBaddula 

1. Get the User from the Catalog Item Field

• In your flow, add an Action: Lookup Record.
• Configure it to look up the User [sys_user] table.
• Use the value from the "Who will be Assigned to Token" field (this is a reference field, so it should already point to a user record).

2. Retrieve the Supervisor

• Add another Lookup Record action.
• Table: sys_user
• Filter: sys_id is user.supervisor (where user is the record retrieved in step 1).
• This will give you the supervisor's user record.

3. Send Approval to Supervisor

• Add an Action: Ask for Approval.
• In the Approvers field, use the supervisor record retrieved in step 2.
• Customize the approval message and conditions as needed.

Note:

1. Trigger: Catalog item submission.
2. Lookup: Get user from "Who will be Assigned to Token".
3. Lookup: Get supervisor from that user's record.
4. Approval: Send approval to supervisor.
5. Ensure the "Who will be Assigned to Token" field is correctly mapped in the flow trigger.
6. Use Data Pills to pass values between actions.
7. You can add logging or notifications to help with debugging or tracking.

[Roshnee Dash]

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