How to Use Flow Designer to skip approval when the approver is also the requestor

cwillard
Tera Expert

How can I use flow designer to skip an approval when the approver is the same person as the requestor? 

2 REPLIES 2

jMarshal
Mega Sage
Mega Sage

The part most people miss in a simple action like this, is the step to look up the approval record, to access the information of the approver.

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The trigger condition is Service Catalog (I assume?)

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"Approval for" is the Request Item record itself. Assumption here is that there is only one approval. You can specify what to do with multiple records, also.

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You get the data for who the approver is from the previous "Look Up Record" step in the flow and add an "if" gate to compare the approver and requested for (or other user on the ritm record which initiated the flow - requested by, opened by or created by, etc.).




Cappsxsa
Giga Contributor

Open the Flow Designer, access the Flow Designer tool or platform where you are creating your workflow. Add an approval step, drag and drop an "Approval" or "Request Approval" action into your flow to create the approval step. Configure the approval step, set up the details of the approval, such as the subject, description, and the assigned approver. Add a condition, after the approval step, add a condition action that checks if the requestor and the approver are the same person. Depending on the platform you are using, the specific steps may vary, but the logic remains the same. Configure the condition, configure the condition to compare the requestor and the approver. This may involve selecting the appropriate fields or variables and using an equality comparison. Define actions based on the condition, if the requestor and the approver are the same, you can configure the actions to skip the approval step. This could involve bypassing the approval action or redirecting the flow to a different step. Save and test the flow, save your flow configuration and test it with different scenarios, including cases where the requestor and approver are the same and different. Verify that the flow behaves as expected and skips the approval when appropriate.