Workflow User Groups

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Posted on by Community Member Microsoft Employee

I used the standard workflow for Customers and I want Workflow User groups to approve my request.

My Workflow User group consist of two users with each sequence number as 1.

I want a setup where any one of the approvers in this approval group can approve the Customer instead of all of them, in a single level.

In the case above after approval of request from one of the 2 users my Workflow status remains as Pending Approval.

Can anyone help with a solution. I've tried many variation of changes found here but not of this seems to work...

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CDsilva 4,184 on at

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RE: Workflow User Groups

Hi GeorgeT7,

The placing of the line is not creating the problem.

If you want to apply the values after the customer is approved then your workflow response should be in the following order:

1. Remove the record restriction.

2. approve the request

3. apply the values
Community Member Microsoft Employee on at

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RE: Workflow User Groups

I am placing that line at the spot you have indicated from the beginning but for some reason it automatically takes it up when I close the workflow window... Do you think that this is creating the problem?
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CDsilva 4,184 on at

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RE: Workflow User Groups

Hi

Now it's more clear. Can you shift the second line with condition Pending approval:1 after the Indent :2 line and check

Please make sure that the sequence number in the workflow user group TEST is 1 for both users.
Community Member Microsoft Employee on at

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RE: Workflow User Groups

Hi Chris,

I didn't use the Release response because it is not a document actually but the Customer card.

Below is the whole workflow set for the Address field of the Customer record

Many thanks for your help!!
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CDsilva 4,184 on at

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RE: Workflow User Groups

Hi GeorgeT7,

Can you post your code as where did you write the function to revert the changes in customer card.

In your screenshot, the Indent 2 line, the response (Pending approval:1) should also release the document , it looks like you have only removed the restriction.

It should be like

If status= status::Released then

//add your code
Community Member Microsoft Employee on at

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RE: Workflow User Groups

Hi Chris,

this has partially solved my issue and thank you for the guidance!!

The problem that I face now is that I am using the functions Revert value for field and Apply new values so I can revert back the changes on the Customer Card until this is approved and then apply the new values. This creates the following issue:

When the 1st approver approves the change it automatically approves both requests from Requester but it creates a new request from Approver 1 to Approver 2 because it goes again into the event Change Customer record I quess when it applies the new values...

So it creates a loop basically

Do you have any idea how I could handle this??
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CDsilva 4,184 on at

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RE: Workflow User Groups

Hi George17,

Follow the below steps.

1. Set the Pending Approval to >1 and add response to it

2. on the next line, Increase Indent and set the condition to Pending approval: 1 and set the response to it as release.

3.On the next line, Decrease Indent and set the condition to Pending approval : 1 and set the response

this will solve your problem.