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Hi everyone,

I need to setup a workflow using custom objects.

I build the table with multiples values like: module name, module description and also “users” value where I need to choose an approver for each module.

Everything works properly there, but I am not able to get the approval status because its a custom object.

With the “Send approval email to manager”, Im able to have:


But with custom object approval, Im not able to get the approved branch. How I can get one?:



My custom object looks like this:


And each module have a different approver (propriétaire de role) and 2 other people that can approve. We pick the first one in the flow that approve to continue, but I cant get the status of approval.

I try to schedule workflow, but this need to be done directly once approuved, because its mandatory and needed right now and cant wait for the scheduled workflow to run and doesn’t want to setup a LOT of schedule workflow.


If anyone know what I can do using workflow, API or anything, please let me know.

So sorry for my bad english, Im french, so I hope its clear :D


Thanks a lot for your time


 

How did you filter the custom object read node? 

You should be able to use All user lookups in the approval node. 


I also have a custom object and workflow built this way, which sends approvals to different people depending on the value in the custom object record, and everything works correctly. As Daniel mentioned, make sure your reader is configured properly and that you're using the correct action in the action tile.


How did you filter the custom object read node? 

You should be able to use All user lookups in the approval node. 

I also have a custom object and workflow built this way, which sends approvals to different people depending on the value in the custom object record, and everything works correctly. As Daniel mentioned, make sure your reader is configured properly and that you're using the correct action in the action tile.

Hi, thanks for that.

Right now, I have this reader node:

I want something that read the column “propriétaire de role” inside the custom object I created but its impossible.
I have this action:

But this one doesnt offer the approved/rejected branch.

“Propriétaire de role” inside the custom object have the “all users” datasource:



Let me know if you see something wrong with my setup or what I need to change.

Thanks a lot for your time


@MaximeB Looks good, you have added a record with the module name BC and selected user for propriétaire de role ? 


@MaximeB Looks good, you have added a record with the module name BC and selected user for propriétaire de role ? 

So I will need to enter the username directly inside the reader instead of reading the cusomt object value? 

The reader force me to enter a value and I am wondering what I have to enter in it? 

I try to enter a user email and also .service requested fields and same thing. I doesnt see the approved and rejected branches.

Its probably me doing something wrong 


What does it look like when you add tiles below the action tile with the approval, and to the right of it? The "Approved" and "Rejected" branches only appear automatically once you add the continuing tile. I just want to make sure it’s not something minor being overlooked :)


@MaximeB Looks good, you have added a record with the module name BC and selected user for propriétaire de role ? 

So I will need to enter the username directly inside the reader instead of reading the cusomt object value? 

The reader force me to enter a value and I am wondering what I have to enter in it? 

I try to enter a user email and also .service requested fields and same thing. I doesnt see the approved and rejected branches.

Its probably me doing something wrong 

No, you say you don’t get this when you try to add another node after the approval node ? 
 

 


@MaximeB Looks good, you have added a record with the module name BC and selected user for propriétaire de role ? 

So I will need to enter the username directly inside the reader instead of reading the cusomt object value? 

The reader force me to enter a value and I am wondering what I have to enter in it? 

I try to enter a user email and also .service requested fields and same thing. I doesnt see the approved and rejected branches.

Its probably me doing something wrong 

No, you say you don’t get this when you try to add another node after the approval node ? 
 

 

I doesn’t see the rejected or approved branch, thats the issue on my side with this specific custom object things.

If I select “send approval email to manager”, I see the approved and rejected branch.


@MaximeB You don’t get this when you select approver from the Read node? 

It just shows few seconds but you should be able to use them like this 

 


@MaximeB You don’t get this when you select approver from the Read node? 

It just shows few seconds but you should be able to use them like this 

 

I realized that the workflow doesnt offer the approved/reject branch if I already have a node near it.
Im able to see the approved/reject branch only if no nodes are “linked”.

Ill do some tests today and let you know :)


I believe the issue isn’t with your custom object itself, but rather something not working properly with your open workflow tab. Even if the system couldn’t retrieve the correct user from the custom object, the action should still execute - it just wouldn’t send the approval and you would see a note under the activity tab in the ticket saying approver not present.

Since you say that sending the approval to the manager works correctly, use that as a placeholder and add the following actions under the Approved and Rejected branches. Then, replace the manager with the value pulled in from the reader.


Just to let you know everyone that the issue has been fixed and approval branch works like a charm if theres no nodes after, so seems to be an issue with the workflow system…

Theres no “Best answer” but staff can close/solve this post :)


Thanks everyone for your time


What do you mean with Approval branch ? 

If you have a separate workflow for approved/rejected you can’t have any nodes after the approval nod.
If you have that the Event for Approval status changed will be consumed  as the workflow locks the ticket until it’s approved/rejected/canceled.  


What do you mean with Approval branch ? 

If you have a separate workflow for approved/rejected you can’t have any nodes after the approval nod.
If you have that the Event for Approval status changed will be consumed  as the workflow locks the ticket until it’s approved/rejected/canceled.  

If I have actions nodes and want to add an approval action node, Its locked sometimes.
The approved and rejected action on the nodes are simply invisible so no actions can be executed based on the approval status ;)

Seems to occured only when I use custom objects approval, but it works now for no reason, but only if theres no action node after.


What do you mean with Approval branch ? 

If you have a separate workflow for approved/rejected you can’t have any nodes after the approval nod.
If you have that the Event for Approval status changed will be consumed  as the workflow locks the ticket until it’s approved/rejected/canceled.  

If I have actions nodes and want to add an approval action node, Its locked sometimes.
The approved and rejected action on the nodes are simply invisible so no actions can be executed based on the approval status ;)

Seems to occured only when I use custom objects approval, but it works now for no reason, but only if theres no action node after.

Ahh understand. I think I seen that ones as well. Not that common what I know and I haven’t heard anything from my customers. 


What do you mean with Approval branch ? 

If you have a separate workflow for approved/rejected you can’t have any nodes after the approval nod.
If you have that the Event for Approval status changed will be consumed  as the workflow locks the ticket until it’s approved/rejected/canceled.  

If I have actions nodes and want to add an approval action node, Its locked sometimes.
The approved and rejected action on the nodes are simply invisible so no actions can be executed based on the approval status ;)

Seems to occured only when I use custom objects approval, but it works now for no reason, but only if theres no action node after.

Ahh understand. I think I seen that ones as well. Not that common what I know and I haven’t heard anything from my customers. 

Seems to be a random occurence without any reasons, but it works now so its ok, but maybe freshservice dev need to check that and maybe implement a fix some day


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