Flow Designer Approval List

Karen16
Giga Guru

‎05-24-2023 12:22 PM

Hi,

I've been reviewing what I can find in Community and KB and I'm not completely following if I can set up my approvals as I'd like to.  Here's my situation.

I'm creating a flow and as part of the flow, I created a lookup records action to get a list of the users I want to send approvals to.  I'd like to send out approvals to each person in the list and then if one either approves or rejects, act on this.  I see in the 'Ask for Approval' that you can set the rule for 'if any approve/reject', however, I don't see how to get the 'list' of users for the approvers.  The Ask for Approval seems to only send out one approval record.  How do I group these together?  Also, I'll have a few levels for approvals, so the first group would either approve/reject, and then if approved there will be a totally different groups for the next level of approvers.

Any information on how I would set this up in Flow Designer would be appreciated.

Thanks,

Karen

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Riya Verma
Kilo Sage

‎05-24-2023 12:35 PM

Hi @Karen16 

Hope you are doing great.

 

To send approvals to multiple users and group their responses, you can utilize the "Parallel Block" and "Approval" actions in Flow Designer. Here's a step-by-step approach:

  1. Create a Lookup Records action:

    • Set up a Lookup Records action in your flow to retrieve the list of users you want to send approvals to.
    • Define the necessary filters and conditions to fetch the appropriate users based on your requirements.

  2. Use a Parallel Block:

    • Drag and drop a Parallel Block from the Flow Designer palette into your flow after the Lookup Records action.
    • Configure the Parallel Block to iterate through the list of users retrieved in the previous step.

  3. Add Approval Actions:

    • Within the Parallel Block, add an Approval action for each user in the list.
    • Configure the Approval action to send the approval request to the respective user.
    • You can customize the approval form and set the approval conditions based on your specific criteria.

  4. Handle Approval Responses:

    • After the Parallel Block, add actions to handle the approval responses.
    • For example, you can use Conditional Branching to check if any user approves or rejects the request.
    • Based on the approval responses, you can proceed with the next level of approval or perform other actions as needed.

  5. Repeat the Process for Additional Approval Levels:

    • If you have multiple levels of approvals, you can repeat the above steps to set up subsequent approval processes.
    • Each level can have its own Lookup Records action, Parallel Block, and Approval actions.
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