Riya Verma
Kilo Sage

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.