We have a Flow that will create three separate Group approval records simultaneously. It looks like this:
I do not want to take ANY further action until ALL 3 approvals are either approved or rejected. Then I want to do the following:
If all three Group Approvals are Approved:
Update the Approval field to "Approve"
Update the State field to "Schedule for Processing"
If any of the three Group Approvals are Rejected:
Update the State field to "Data Team Review"
Create a new Approval for the "Data Team"
The key is it needs to wait until all three Group Approvals have been addressed before moving to one of these two steps, and a "Rejection" does not immediately result in the Rejection of the record (it then needs to go to another team for Approval/Review).
I am fairly new to using Flow Designer (have used the old Workflows for years), and am not sure how to do this in Flow Designer. Can anyone help?
Hi @jmiskey ,
The approval field will be automatically updated to 'Approved' once all the groups approve and it'll be set to 'rejected' if any one of them rejects it, you can add a Wait for Condition after the approval action. It'll wait until the approval field is updated to 'approved' or 'rejected'. After than you can add a IF condition, please refer to the image below, i tried to replicate your requirement.
If my answer has helped with your question, please mark it as helpul and accepted solution.
Thanks,
Karan
That is kind of annoying how it automatically sets it to "Approved" when I still may have other approvals to do. I wish it wouldn't make the assumption that they are the only approvals, but I can probably work around that.
What I am finding is a bigger issue is that the Rejection isn't quite being handled right, for some reason. These groups have multiple people/approvers in them. Once an approval is approved, all the others are marked as "Not Required". But it doesn't seem to be working the same way for "Rejections". If I approve two of the Group Approvals, and reject one, it still show the other person's record as being "Requested", i.e.
Because of that, the Approval field stays as "Requested" and never changes to "Approved" or "Rejected". I am not that concerned about that detail, except for the fact that it doesn't seem to recognize that all the Group Approvals have been addressed. Is there some sort of setting I need to toggle? Once someone from the group Approve OR Rejects it, that is it. No one else should override/change that Group Approval, so all other user approval records for that Group Approval are no longer required.
Can you check if approval engine is turned on for this table, if yes, try turning it off and check again
The Approval Engine is shut off, so no issue there. We did notice that the Rules step for the Approval has a "Approve of Reject" When option (in addition to the "Approve" one we were using):
So I think that is what we need to change.
For the other issues, we are playing around with them and seeing if we can get it all to work. I am going to spend a lot of time working on it tomorrow.
