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Define Requirements for Stages and Steps in a Flow Approval Process
Use requirements to resume an orchestration run when a record changes. Define up to 10 requirements to determine when a step is ready to start or when to mark a stage or an approval step as completed.
Required Editions
| View supported editions for Flow Approval Processes. |
| User Permissions Needed | |
|---|---|
| To open, edit, or create a flow approval process in Flow Builder: | Manage Flow |
Before you begin, add a Stage element to your flow approval process or a Step resource to a stage.
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In the Properties panel, select the condition that you can use to create up to 10
requirements to start a step or complete a stage or approval step.
To Use Requirements to Select Start a step When the specified requirements are met, the step starts Complete a step When the specified requirements are met, the step is marked Completed Complete a stage When the specified requirements are met, the stage is marked Completed -
Set up the logic for the requirements.
Option Behavior for Requirements All Requirements Are Met If one of the requirements is false, then the requirements aren’t met. Any Requirement Is Met If one of the requirements is true, then the requirements are met. Custom Requirement Logic Is Met When you select this option, provide the requirement logic by entering up to 1000 characters. Use:
- Numbers to refer to each requirement
- AND, OR, or NOT to identify which combination of requirements must be true
- Parentheses to group parts of the string together
If you enter AND, it’s the same as if you selected All Requirements Are Met. If you enter OR, it’s the same as if you selected Any Requirement Is Met. If you enter any other logic, make sure that you include a number for each requirement.
For example, for 1 AND NOT(2 OR 3), the flow evaluates whether the first requirement is
trueand neither the second nor third condition istrue. -
Define up to 10 requirements.
A change to a record referenced in a requirement can trigger the orchestration run to evaluate the status of the current stage and the outstanding steps within it. Some requirement resources don't trigger condition evaluations. For information on requirement resources that don’t trigger condition evaluations, see Events for Record-Change-Triggered Flow Approval Processes in Considerations for Flow Approval Processes.
Column Header Description Resource Options:
- Select a flow approval process resource.
- Select a variable.
- Select a record variable field.
- Select automatic output from a step.
- Select a Stage element's status.
- Select a Step resource's status.
- For record-triggered flow approval processes, select the $Record global variable.
- Select a global variable.
Operator The available operators depend on the data type selected for Resource and work the same as operators used for Decision elements. See Flow Approval Processes Operators in Decision Elements. Value Resource and Value in the same row must have compatible data types.
Options:
- Select a flow approval process resource, such as a variable or automatic output from a step.
- Select a global constant
- Select a global variable.
- Enter a literal value.
When you add or subtract a number from a date value, the date adjusts in days, not hours.
- Select a flow approval process resource.
