Hello,
I have a scenario where our approval has a custom option "Requires Revision". We use it already today in Knowledge (using workflow), but I want to also leverage it with another process using Flow Designer. I do not know how to have Ask for Approval action recognize this state. For Rules, I can only select: Approve, Reject or Approve or Reject. Is it possible to add an option or script this out?
Using it as is, it never leaves the Ask for Approval action if the approval is set to Requires Revision. It will just wait. I did copy the action but still have no idea how I should edit it so it will work.
Any advice is appreciated.
Hi @Cheri M - How is the approval's state being set to "Requires Revision"?
In general, if the "Approval State" Action Output (/nav_to.do?uri=sys_hub_action_output.do?sys_id=d1f22d920b10030085c083eb37673a11%26sysparm_view=advanced) is configured as shown below, you might add Flow Logic after the Ask For Approval (e.g. If Approval State [is] Requires Revision Then [do something]).
Alternatively, you might add Flow Logic after the Ask For Approval (e.g. If Approval State [is not] Approved AND Approval State [is not] Rejected Then [do something]).
Thank you for the response.
There is a UI Action on the approval called "Requires Revision". When clicked, it sets the approval state to "revs" (the value of Requires Revision).
I have if statements after "Ask for Approval". The issue is, it never leaves that approval action. The approval itself gets set to the state "Requires Revision" but the flow action doesn't seem aware. When I set one approval to Requires Revision, the others don't set to No Longer Required (action is set to anyone approves or rejects). I can set both approvals (only 2 users for this approval) and it still just sits. This is why I believe I have to update the Rules somehow or create my own approval action.
As I said this functions for KBs (which was set up 5 years ago) but it is using workflow and not flow. I am adding the Requires Revision functionality for rm_enhancement table. I will re-review the set up.
Hi @Cheri M - Unfortunately, I am not aware of any way to modify the Ask for Approval action. You could certainly create a custom action, but I don't think you'll be able to copy the core action as a starting point.
Taking a step back, have you considered moving your "Revision Required" state to the Enhancement [rm_enhancement.approval]? Logically, the Enhancement requires revision, not the approval. If you go that route, you can handle your requirement with something like what I've thrown together here:
Alternatively, if you prefer to keep your current design, you can use a similar approach. Just keep in mind that the "Ask for Approval" action will remain in "Waiting" until the Enhancement is approved or rejected. Here I've elected to end the flow and assume you'll trigger it again after the required revisions are completed.
Finally, have you seen this? Platform Academy Session #35 - Flow Designer Approvals
