Contract Approval Workflow - Auto Approval
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03-17-2022 01:16 PM
We have a requirement to auto approve a contract approval if the approver is a specific person. I added an if activity to check for the user, if not it goes to the default approval user activity, if yes then it goes to an auto approval activity. To achieve the auto approval I used the approval user activity and added a scripted condition that returns answer='approved' and set the approve column to state (this is how the default user approval activity is configured as far as the column). The workflow context follows the correct path, but the contracts that are supposed to be auto approved are stuck in a state of 'draft' with no approver.
Modified workflow:
This is how the workflow executed:
This shows a successful contract approval that did not follow the auto approval path:
It seems to follow the same path, but for whatever reason the auto approval contracts get stuck.
I checked the 'send to review' UI action, nothing relevant seemed to be happening there.
The start date is not in the future.
Any suggestions?
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04-19-2022 09:44 AM
Robert,
Have you been able to get this working? Try taking out the extra action. Connect "is the approver Jim? to the switch action.
That should fix the issue
If my answer helped you in any way, please then mark it as helpful
Kind regards,
Randy