Sequential Flow Designer Approvals

jmiskey
Kilo Sage

We have a Flow that will create three separate Group approval records simultaneously.  It looks like this:

jmiskey_0-1682613762426.png

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?

 

 

9 REPLIES 9

@jmiskey , let me know if it works.

 

If my answer helped you, please mark it as helpful and accepted solution.

 

Thanks!

So, this has not been going well.  I got it so that it handles the "no longer required" functionality when individual approvals are approved/rejected, but I am unable to get my workflow to proceed and go to the next steps once all three Group Approvals are completed.  I noticed that if I reject one, it changes the "Approval" field value to "Not Yet Requested", so if I even added that in to the options of my Wait For action.  But I cannot get it to go to steps on my Flow.

Listed below is a summary and details for each step.  Any advice would be appreciated.

jmiskey_0-1682694618594.png

jmiskey_2-1682694643864.pngjmiskey_3-1682694658003.pngjmiskey_4-1682694672787.pngjmiskey_5-1682694683752.png

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Thank you!

 

 

 

 

 

@jmiskey  - could you please share the screenshot of flow execution summary by clicking on the flow context ui action link,it will show you where is it getting stuck.

OK, took me a little bit to find where those are (I am so used to the old Workflow tool and am fairly new to Flow Designer).  It looks like it evaluated my Wait For action correctly, but both IF checks failed, even though the are checking the same values as the Wait For!

jmiskey_0-1682701948253.pngjmiskey_1-1682701961252.pngjmiskey_2-1682701976006.png

Note at the end, this particular requests Approval value is "not requested".  So not sure why Step 5 did not evaluate to True.

Peter Carnochan
Tera Contributor

Create a Before Business Rule on the Approvals table (sysapproval_approver) that only runs on Update. Set the script condition to previous.state != 'requested' && current.state == 'requested' and any other limiting conditions necessary to limit this rule to the specific approvals you wish to prevent being reset. The only line of code you need in the script is current.setAbortAction(true);

This way you can have any number of Ask for Approval steps in your flow or subflow without re-setting prior approval records back to Requested.