Can you use Flow design to ask for Tier manager level approval
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‎03-10-2024 08:32 PM
Hello all, I am looking to see if you can use Flow design to ask for Tier 2 or 3 Manager to approve requests, eg:
>If card limit is less than 1000 then ask for Tier 3 Manager approval
>If card limit is more than 1000 then ask for Tier 2 Manager approval
Under Ask for Approval action, I thought you would be able to dot.walk to the manager's Tier number - but not likely?
Is there a way to achieve the above without scripting? If required to be scripted, this would be under the 'Rules' script of the Ask for approval action? and if so, what would be a possible script code to use please?
Thank you.
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‎03-10-2024 09:12 PM
Hi @Winnie P
Yes we can, we ask for approval from different level with the if else condition. You can also leverage the Decision Builder to build your own approval rules what can be used in the flow.
Exploring Decision Builder
Basically, the Rules within the Ask for Approval action accept an User/Group record(s). From your screenshot, you can select the Manager while the Tier Number is a string so it's not selectable.
Cheers,
Tai Vu
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‎03-14-2024 05:59 PM
Thank you for you time Timi. Do you have an example of how it can be used with Rules within Ask for Approval or if using Decision builder? Cheers.