Adhoc Approval in Flow Designer

davjohn
Kilo Expert

Hello Team,

How to trigger ad-hoc approvals in flow designer for a RITM?

How to validate the approval status in the flow designer? I want to make sure all the approvals are approved including the manually added approvers and the group approvals triggered from the flow.

 

Thanks.

1 ACCEPTED SOLUTION

Community Alums
Not applicable

I mean that if the approver is known at the point the item is requested, and it's known by the requestor, then it should be added as a variable on the RITM form, rather than added through the related list. 

Adding it via the edit button on the related list is the best way to add it once the item has been requested. It's just really not good practice. 

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6 REPLIES 6

Community Alums
Not applicable

You'll want to do something like this in flow to check approvals

find_real_file.png

So basically you are suggesting I iterate through each approval record and after the "Wait for condition" is satisfied continue with the flow and I believe the flow will follow the branch and not the main flow.

Some of the challenges I'm facing are,

  • For the manually Selected users, the approval state is not changing to “Approval Requested.” FYI - I'm adding approvers by using the "EDIT" button 
  • If I click on "NEW" on the related list it is not creating an approval record but it opens a new user record form.
  • OOB email is not getting triggered to the selected users.

Community Alums
Not applicable

If you add approvals through the related list, they'll go in as "not yet requested", you'll need to manually change this to "requested". Also - it won't react to rejections in the same way as on the RITM (it won't reject the one you added if someone else in the approval stage rejects). 

Approvals aren't really designed to be added manually in this way. If it's something the requestor will know as part of the item submission, you should add it to the approval stage like a normal approval.

Hello Mike,

Understood. May i know what do you mean by "you should add it to the approval stage like a normal approval."

Do you mean adding the approval groups in the flow designer in a pre-determined fashion ?

Can you please tell me if not from the related list how will you add mannual approvals to the RITM ?