Automate Your Approvals with Flow Approval Processes

Flow Approval Processes

With Flow Approval Processes you create flow approval processes. A flow approval process is a sequence of stages, each comprised of one or more steps, that enables you to review a specified record. A stage can contain approval steps or background steps. Use decision elements in flow approval processes to determine the path to run based on conditions.

Each approval step in a flow approval process assigns an approval work item to a user, group, or queue. Background steps complete actions that are related to an approval submission but require no user interaction. Before activating a flow approval process for an object, an admin places the Orchestration Work Guide Lightning App Builder component on the page layout for the type of record to be reviewed.

When a person submits a record for approval, the associated flow approval process runs. Designated approvers and their delegates receive emails with a link to the record to be approved. An assigned approver clicks the link in the email notification and goes to the record, where they complete their action in the Work Guide. Alternatively, an approver or their delegate can approve or reject an approval work item by replying to their email notification with specified keywords.

When to Use Flow Approval Processes

Use Flow Process Approvals when a record review requires a multilevel, multiuser, multisystem approval process.

• Get input from people both inside and outside your company.
• Interact with internal and external systems.
• Use logic to build paths that address possible scenarios for approvals.