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Multi-Step approval and skip approval if manager or director

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Posted on by Jambou

We have a request form that requires the users manager and then director to approve. That part is easy enough, but how can I add in some logic that says if the user submitting the request form is a manager, then skip the approval for manager and go directly to the Director. Or if the user submitting the request form is a director, then skip the approval all together.

I've added Get manager (v2) action and I can use a Condition to show if the user is a manager or director, but how can I use that in the logic?

Any help would be appreciated.

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LBullard-KLINGER 3 on at

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I have the exact same question. Hoping by me commenting, it will get it in front of more eyes to get an answer.

I set up a condition that is if approved and the manager's email doesn't include the director's name, then go to the director for approval. But then I lose the condition of the approval being rejected by the manager.

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David_MA 14,085 Super User 2026 Season 1 on at

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I am not sure I understand what you mean by, "I've added Get manager (v2) action and I can use a Condition to show if the user is a manager or director, but how can I use that in the logic?" Are you saying you figured out from what is returned by the Get manager action, you can determine whether the person is a manager or a director? Or are you asking how to create the logic to determine if the result from this is a manager or director?

I think how you will do this will depend on how your company has configured Entra ID. At my company, the get manager action gets the person who that person reports to (their "manager"), which does not necessarily indicate that the person is a manager or a director; they could be a VP or even the CEO. The person would just be that person's people manager.

So, when I am doing an approval flow and it needs to go the person's manager, like you, I use the get manager action to get their manager and send the approval. If it needs to go one level higher, then I use the result from the first get manager action in another get manager action to get the manager's manager.

Figuring how to skip an approval is really going to depend on how you have the data structured in your system and what you use to determine if someone is a director or manager.

If your process is for set group of people and you know the e-mail address of the "manager" and "director" involved, then the logic you would use in the condition would be if the created by e-mail equals the director skip the approval. If the created by e-mail equals the manager e-mail, go directly to the director approval. Is this what you are asking to configure?

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