How to skip the approval if Requested for and delegate approver are same

Arun91
Tera Contributor

Hi Team,

The requirement is we have a user XYZ whose manager is YYY. XYZ is acting as delegate for YYY. Now XYZ is creating the request it should skip the approval because requestor is acting as a delegate for his manager. In this case it should skip the approval. Kindly help me on this.

2 REPLIES 2

Sainath N
Mega Sage
Mega Sage

@Arun91 : How are you planning to implement the flow ? Flow Designer? Workflow? 

Sainath N
Mega Sage
Mega Sage

@Arun91 : In flow, you can simply check if the submitter of the request is defined as a delegate to his manager by looking up the [sys_user_delegate] table. Below is the screenshot that helps you with the structure. We are here checking if submitter is defined as the delegate and submitter manager is defined as the user.

 

SainathN_0-1704912223217.png

SainathN_1-1704912266785.png

SainathN_2-1704912355037.pngSainathN_3-1704912373718.png

 

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