Flow Designer Parallel group Approval

[Pradip-1]

Hi All,

I am configuring a Request approval process in Flow Designer and would appreciate some guidance.

We have two approvals that are triggered simultaneously:

1. Group 1 approval
2. Assignment Group Manager approval

Our requirement is:

• At least one member from Group 1 must approve.
• The Assignment Group Manager  must approve.
• The Request should proceed only when both approvals are received.
• If either approval is rejected, the overall request should be rejected immediately.

What is the recommended way to configure this in Flow Designer using the Ask for Approval action? 

Any examples or best practices would be greatly appreciated.

Thank you.

[boteeuwen · Accepted solution]

You can handle this with a single Ask For Approval action, which also means both approvals are created at the same time.

For the Approve When condition, use AND. Add Anyone approves for GROUP 1 and another Anyone approves for the MANAGER using the appropriate data pill. This means the request is only approved after both sides have approved it.

For Reject When, use OR. Add Anyone rejects for GROUP 1 and Anyone rejects for the MANAGER. This part is important because with AND, the flow would wait until both sides reject. With OR, one rejection is enough to reject the request immediately.

So the main setup is AND for approval and OR for rejection. This gives you simultaneous approvals while still requiring approval from both parties. I recreated the scenario in flow designer below:

[boteeuwen · Accepted solution]

You can handle this with a single Ask For Approval action, which also means both approvals are created at the same time.

For the Approve When condition, use AND. Add Anyone approves for GROUP 1 and another Anyone approves for the MANAGER using the appropriate data pill. This means the request is only approved after both sides have approved it.

For Reject When, use OR. Add Anyone rejects for GROUP 1 and Anyone rejects for the MANAGER. This part is important because with AND, the flow would wait until both sides reject. With OR, one rejection is enough to reject the request immediately.

So the main setup is AND for approval and OR for rejection. This gives you simultaneous approvals while still requiring approval from both parties. I recreated the scenario in flow designer below:

[Shruti D · Accepted solution]

Hi @Pradip-1 ,

Action: Select Ask for Approval.

Record: Drag the data pill for your trigger record (e.g., the Requested Item).

Approval Rules (Approve When)
Set the approval condition to require both group & Manager to approve using the AND operator:

Choose Approve when Anyone approves. Select Groups and choose Group 1.

Click AND.

Choose Anyone approves. Drag the data pill for your Assignment Group Manager (e.g., Trigger -> Record -> Assignment group -> Manager).

Rejection Rules (Reject When)
Set the rejection condition to trigger immediately if either any rejects using the OR operator (Click on "Add another OR rule set"

Add a new rule condition for Rejection.

Choose Reject when Anyone rejects. Select Groups and choose Group 1.

Click OR.

Choose Anyone rejects. Drag the data pill for your Assignment Group Manager.

Please Mark  ✔️ Correct if this solves your query and also mark Helpful 👍 if you find my response worthy based on the impact.

Regards,
Shruti 

[yashkamde]

Hello @Pradip-1 ,

For this, you can use the Flow Logic > Do the following in parallel :

Branch 1: Ask for Approval > Approval field Group 1, Approvers approve when = Anyone approves (this satisfies at least one member)

Branch 2: Ask for Approval > Approval field = User, resolved dynamically as assignment_group.manager.

Then After the parallel block add an If/else condition :

group_result == Rejected OR manager_result == Rejected : set Request state = Rejected

group_result == Approved AND manager_result == Approved : proceed with fulfillment (create RITM tasks, etc.)

If my response helped mark as helpful and accept the solution.