Ask for Approval action
Summarize
Summary of Ask for Approval action
The Ask for Approval action in ServiceNow's Flow Designer allows users to request approval for records that include an approval field. This action can be customized with rules for approval, rejection, or cancellation, and can assign a due date that automatically manages the approval process based on approver responses.
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Key Features
- Approval Configuration: Define approval rules, including options for who can approve (individuals or groups) and conditions for automatic approval, rejection, or cancellation.
- Dynamic Inputs: Drag and drop or select values from the Data panel for inputs such as record references and approval fields.
- Manual Approvers: Add users manually to the approvers list to provide flexibility when special expertise is needed.
- Due Date Management: Set a due date to avoid indefinite waiting for responses, ensuring timely processing of approvals.
- Output States: Utilize output values to track the status of approval requests, such as approved, rejected, or canceled.
Key Outcomes
By implementing the Ask for Approval action, ServiceNow customers can streamline their approval processes, minimize delays, and reduce dependencies between tasks. This feature ensures that approval workflows are efficient and allows for better management of records requiring user consent.
Request approval for a record with an approval field. You can configure a rule set for an approval, rejection, or cancellation. If a due date is added to an approval, the approval is automatically approved, rejected, or canceled if the approvers have not responded by the designated time.
Classic approvals is a platform feature that enables users or groups to approve or reject a task.
Roles and availability
Available as a Flow Designer ServiceNow core action. Users with the flow_designer or admin role can add an action to a flow and define configuration details.
Inputs
- Record
- Data type: Record
Reference to the record to approve. If the record contains an approval field, Flow Designer automatically sets the Approval Field input.
- Table
- Data type: Table Name
Table name of the record associated with the approval request. The table that you select must support approvals by having an approval state field. For example, the Task table and its extensions contain approval fields.
- Approval Field
- Data type: Field Name
Field containing the results of approval requests.
- Journal Field
- Data type: Field Name
Field to store history and comments associated with the approval request.
- Rules
- Data type: Approval Rules
Approval and rejection rules to determine which users can approve or reject requests, and what happens after approval or rejection.
Approval or rejection rules include:- Anyone approves
- All users approve
- All responded and anyone approves
- % of users approve
- # of users approve
In the field beside the approval rule, add the desired approvers. To add approvers:
- Select individual users or groups.
- Drag or select a field from a record.
- Select Manual approvers
to allow a manual approver to process an approval or rejection. A manual approver is a user manually added to the Approvers related list who can then approve the request. For example, you can manually add a subject matter expert to a task to approve the request. To learn more about adding manual approvers, see Generate approvals using the approvers related list.
Note:By default, Ask for Approval generates approval records for inactive users and groups. This behavior allows a flow or action to continue working even when a specific user or group is later made inactive. If you want to change the behavior of generating approvals for inactive entities, set the com.glide.hub.flow.approval.allow_inactive_entity system property. See Flow Designer system properties.Define rejection rules by adding another OR rule set. When defining approvals, include rejection rules that run when there are no matching approvals. Such rejection rules prevent the flow from remaining in a waiting state. For example, if an approval can be approved by anyone, create a time-based rejection rule in case no one approves it.
Note:If you set an approval rule with no rejection rule (or vice versa) and the expected approval state is not met, the runtime value will be canceled.For information about how to use inline script to specify approval rules, see the Scripted Approvals in Flow Designer with Flow Variables blog post on the ServiceNow Community.
- Due Date
- Data type: Schedule Date/Time
Due date for an approval state to prevent the flow from endlessly waiting for approval.
Output
These outputs appear in the Data panel. You can use them as inputs elsewhere in your flow.
- Approval State
- Data type: Choice
Completion state of the approval request. The flow execution details page displays one of these values.
- Not Yet Requested [not requested]
- Requested [requested]
- Approved [approved]
- Rejected [rejected]
- Cancelled [cancelled]
- No Longer Required [not_required]
- Skipped [skipped]
Example
General guidelines
Follow these guidelines when asking for approvals.
- Do not duplicate ask for approval actions in Do the following in parallel flow logic
- Workflow Studio does not support making multiple approval requests to the same record using Do the following in parallel flow logic. Asking for approval on the same record creates a dependency between branches, which can produce unexpected results since there is no way to know which branch will complete first.