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Helper V
Helper V

Cancelling an approval in the CDS entity

Hi all,

 

I have a use case where an approval is sent and then chased twice, and then I need to cancel the Approval.  I know there is no specific way to cancel approvals, but I have been looking at the CDS Approvals entity.

 

I think I can update the approvals entity after I have chased the customer twice for approval, but failing to see where or how to do this.

 

Here is my flow:

 

Thanks in advance.CDS.JPG

1 ACCEPTED SOLUTION

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Dual Super User
Dual Super User

Re: Cancelling an approval in the CDS entity

I've got an example where I do this as part of an escalation scenario where the original Approval is cancelled if the approver doesn't respond within a certain time period. What you need to delete the Approval is the ApprovalID of the original Approval.  You use the Delete a Record action in the CDS connector.  Here's a screenshot of mine

screenshot.png

Note: this will delete the actual approval, but does not delete the approval email that was sent.  There is no way to do that.



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Dual Super User
Dual Super User

Re: Cancelling an approval in the CDS entity

I've got an example where I do this as part of an escalation scenario where the original Approval is cancelled if the approver doesn't respond within a certain time period. What you need to delete the Approval is the ApprovalID of the original Approval.  You use the Delete a Record action in the CDS connector.  Here's a screenshot of mine

screenshot.png

Note: this will delete the actual approval, but does not delete the approval email that was sent.  There is no way to do that.



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View solution in original post

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Helper V
Helper V

Re: Cancelling an approval in the CDS entity

oh wow, nice, where would that go in my flow ?

 

Do I need to break up the start and wait for an approval to be create and wait for an approval ?

 

Thanks for your reply.

 

 

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Dual Super User
Dual Super User

Re: Cancelling an approval in the CDS entity

I had to in my Flow because I was waiting for the Approval inside one loop while canceling it in a different one.  So if I didn't split the Approval I didn't have access tothe Approval ID to cancel it.



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Helper V
Helper V

Re: Cancelling an approval in the CDS entity

Ok, I think I have got this working, however, the job is still running after the record has been deleted.

 

How do I terminate the run after the record has been deleted, but I can't do so as I cannot add it inside a for each loop:

 

CDS.JPG

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Dual Super User
Dual Super User

Re: Cancelling an approval in the CDS entity

There is no way to terminate the Wait for Approval.  It will eventually timeout and stop, or you can terminate the whole Flow.



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Helper V
Helper V

Re: Cancelling an approval in the CDS entity

Cool. Ok. Do you know the timeout for approvals ?
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Dual Super User
Dual Super User

Re: Cancelling an approval in the CDS entity

YOu can set the timeout for the Approval action in the Settings for the action.  By default I think it just waits for the whole Flow instance to Timeout at 30 days.  But you can shorten that up to whatever duration you want.



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Helper V
Helper V

Re: Cancelling an approval in the CDS entity

Ahh yes. Amazing. Thanks so much for your help.

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