Sequential Approvals - Flow Designer

cloudyrobert
Kilo Guru

Can anyone point me toward documentation on performing sequential approvals using Flow Designer? No matter what I do, it seems that the second approval causes the first to be set back to "Requested."

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cloudyrobert
Kilo Guru

This was a result of having the approval engine set to "Approval Rules." Changing it to "Turn engines off" fixed the issue.

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Tristan Elmore
Tera Expert

After a painful amount of trying to test a Flow I created on a Catalog Item / Request record generated from a Catalog item with several sequential approvals, I believe I stumbled across a workaround where you don't have to Turn Engines off under Approval Rules.

We're trying to convert most of our Workflows on Catalog Items to Flows, and I built out and tested my new Flow while the old Workflow was still applied to the Catalog Item. When I went to run the Flow by itself without the Workflow, all of a sudden the Approvals are all wonky. As others described, when you hit your next Approval in your Workflow all of a sudden your previous Approvals are Requested again, which is NOT what we want.


Basically, what our Service Management / SN Administrator team explained to me was:

The Approval engine is only used when the Request Item has a Delivery Plan associated with it. If the Request Item is being managed by a Workflow, then the approval engines are automatically turned off.

So all you need to do is have a Workflow be running simultaneously to the Flow and have the same trigger / begin and end conditions for both. All you need is to have your Workflow stall while you're flow is running and then have the End conditions align on both your Flow and Workflow. In most cases from an IT Support (and arguably ITSM) perspective, at least for our organization, a Closed Request or Incident is the end game.

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This is relatively straight forward to set up on Catalog Items if you populate both fields.

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This is a great alternative to switching off something Global like Approval Rules and potentially breaking a bunch of other things in your instance that may rely on those (at least from what I understand, don't quote me on that). You also don't have to have full-on admin rights in a developer instance to utilize this workaround--as long as you have access to Flows and Workflows.

I'm not a Developer, nor do I have extensive coding experience but I do a lot of work in our development environment to leverage OOB features to fulfill things so we don't have to custom build everything. I look at a lot of code and sometimes modify it, but I don't really create it (yet). We've found that way things tend to break down less over time.


Hope this helps someone!

Tristan

hi @Tristan Elmore  can you give the workflow screenshot for me, which table you mention in the workflow to stop the 2 level triggering the manager approval.

 

Josh Pirozzi
Kilo Sage

Hi @puneetgoels11,

 

This would depend on what you're looking to accomplish within the Flow along with the version you're using. If you're looking to have sequential Approval Requests within Flow Designer, you'll:

  1. Trigger Approval Request #1 - Incorporate the Approval Rules on this Flow Step
  2. Add an 'If' Statement that looks if Approval Request #1 Approval is 'Approved'
    1. Then trigger next Approval in the sequence

You'll follow these steps for however many Approval Requests you'll need.

 

Hope this helps!

-Josh Pirozzi