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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:
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.
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.
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.
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.
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.