how to exclude an approver from group approval if they are opened_by or requested_for>Manager

[kdelbridge]

I am trying to figure out how to exclude an approver from being a part of the group approval if one of the following conditions exists:

• an approver within the approval group is the opened by 

OR

• an approver within the approval group is the requested_for > manager (they have already approved at the manager approval step called for earlier in the flow, so we do not want to ask for another approval of them

We STILL need the group approval, we just simply need to "exclude" an approver of the group being able to approve request if one of those conditions is met

I created a subflow where I tried to update the approver's approval record state to = not_required. but that did not work.

It still included them in the group approval requests and it actually ended up having them "auto approving".

Any ideas how I can get this to work?

[Swapna Abburi]

Hi @kdelbridge

Instead of sending approval to group, try to send approvals to individual group members by extracting the group members using flow action and exclude the member if he is same as opened by or requester for manager.

You may need to write a custom flow action with script activity.

[kdelbridge]

@Swapna Abburi ,

I had created a custom action with a script step, but I was unable to "call/add" that custom action  or any other for that matter in my flow. 

Thoughts on what needs tweaking for me to use that custom action. 

[Swapna Abburi]

Hi @kdelbridge 

Hope your flow action was published.

Try refresh browser, if the flow action is published, you should be able to select in your flow and pass required inputs. Then you can use the output of flow action to trigger approvals.

[kdelbridge]

Hello @Swapna Abburi , the action I created was published and I should have stated that more clearly.

What's weird is that we have other actions available that have been created and I can't add those either.

I am an admin as well.

Any thoughts why I can't pull these custom actions into my flows?

Thanks in advance.