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Flow Approval Processes Concepts
Learn about what a flow approval process is made of and how it relates to orchestration runs, flows, approval submissions, and approval work items.
- Flow Approval Processes
A flow approval process contains stages, steps, and decisions to organize complex approval sequences. Create flow approval processes by using the Flow Approval Process tiles in the New Automation window. Create autolaunched flow approval processes in the Approval app. Build flow approval processes in Flow Builder. - Flow Approval Process Types
A flow approval process’s type determines how it can be distributed. - Triggers for Flow Approval Processes
Creating or updating a record can start a record-triggered flow approval process. In the Start element of a record-triggered flow approval process, configure the conditions for the trigger. Use Flow Trigger Explorer to order record-triggered flow approval processes, orchestrations, and flows. - Building Blocks of Flow Approval Processes
Stages, steps, and flows are the building blocks of a flow approval process. - Automatic Output in Flow Approval Processes
Flow approval processes reference the status of stages and steps and output from referenced flows using automatic output. - Record Locking in Flow Approval Processes
Record locking controls who can change a record associated with an in-progress approval submission. The way you implement record locking depends on whether the approval steps in a flow approval process stage run consecutively or concurrently. - Flow Approval Process Notification Emails
By default, a flow approval process sends email notifications to approval submitters, assigned approvers, and approvers’ delegates. - Error Handling in Flow Approval Processes
Error handling addresses how to manage unexpected issues that can occur when a flow approval process runs. Configure fault paths for stages to define actions to take if issues occur, ensuring that approval submissions are approved or rejected instead of failing. - Running Context of a Flow Approval Process
The running context determines the access that a flow approval process has to Salesforce data and the context used by a paused flow approval process to resume. By default, the running context of an autolaunched or record-triggered flow approval process is the Automated Process User in system context. - Flow Approval Process Versioning
Flow approval processes have two levels of versioning: the version of the flow approval process and the version of a flow called by a flow approval process. - Approval Submissions and Orchestration Runs
Salesforce creates an approval submission when a record is submitted for approval by using a flow approval process. Each approval submission has an associated orchestration run. - Approval Work Items and Orchestration Work Items
Approval steps create work items assigned to users, groups, or queues. Approval steps also automatically send email notifications to approvers. Approvers complete approval work items through the Orchestration Work Guide component, email responses, or the Approval Work Items list view. Each approval work item is linked to an orchestration work item.
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