How to have a dynamic approval process once the catalog is submitted ?

[Snehal13]

The requirement is this 

After a ServiceNow catalog is submitted,  2 approval task need to be created in sequence defined below

1st approval task will be to a group

2nd approval task will be to a person

When the 1st approval task goes to the group, any member of the group needs to have a "field" on the approval task to be able to chose a "person" (lookup field on the user table) and then approver the task.

Once the group approval task is approved, a new approver task will be created and assigned to the "Person" who was selected from the 1st approval task.

How to achieve this functionality from flow designer to have a "select person" field on the task approval and then next approval task goes to that "selected person" ? If this not feasible, what is the alternative ?

[GlideFather]

Hi @Snehal13,

in Flow designer, add action "Ask for Approval" and there:

• select the decision type
  • Approval only
  • Rejection only
  • Approval and Rejection both
    • there might be different needs for approval and rejection
    • e.g. 2 people to approve, 1 to reject etc
    • but it's specific
• Approval properties
  • anyone who is first
  • percentage of selected people
  • all users
  • etc
• there are these two icons
  • first is individual - you will add there a name
  • second is a group

But you said to be dynamic.. so as example, it can be a Manager of Opened by, then select the data pill on the right side and drag & drop it there:

and it will look liek this:

Let me know if this answeredyou question

[Snehal13]

This is default that I know. My ask is different.  Please see the requirement question again

[Snehal13]

Approval of 1st task will be a group. The members of group will need a field on the approval task to select a person. once person selected and task approved, then the 2nd approval task will go that person selected in the 1st task 

this is the ask. I know about 'Ask for Approval' action on flow designer but want to know how to handle the field on task to select the person and assign the next task to that selected person.

Hope you got my requirement

[Unique45]

Hello @Snehal13 ,

Please follow below steps to achieve this requirement.

1) Use 'Ask for Approval' Action to send Approval to group.

2) Then use 'Look up Record' Action and lookup Approval task that created previously.

3) Then add if conditon just like below

4) And add 'Ask for Approval' action to send approval to person select in Approval User(In your case the field name is different).

If my Answer is help you to solve your issue then mark as a 'Accepted Solution' and give Helpful 👍