I have a process including approvals, where I want if the Creator of the object is in the approver role, then the object skips the approval process. How do I use System Actions to get the functional roles of the Creator, which I know how to get using Read data, and determine if any of them are the approver role?
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Dear Janine,
If your approver is a certain role you can create conditional flows to manage the process. Please see my example below:
http://prntscr.com/mqw6gs
1) Read record that must be approved http://prntscr.com/mqw6q0
2) Read user that created this record http://prntscr.com/mqw6ub
3) Count roles that he have (I tested this case for System Administrator role - he does not need to Approve) http://prntscr.com/mqw6xu
4) If the amount of roles is greater than 0 - perform task, if 0 9default flow) - make Approval. http://prntscr.com/mqw70y
Hope it helps!
Best regards,
Angela
What if the current user is not the creator of the record and I specifically want to look up the roles of the Creator?
Angela Reyes,
I was able to get this working by reading the User from System administration object, instead of Users/roles (view).