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Automate Your Business Processes with Salesforce Flow
Configure a Single Flow Approval Process for an Experience Cloud Site

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Configure a Single Flow Approval Process for an Experience Cloud Site

Add the Request Approval component to an object details page layout in Experience Builder. Credentialed Experience Cloud site visitors can submit a record for approval by using the component. Configure the component so that submitters can select an approver and add submission comments. You can configure only one flow approval process in the Request Approval component.

Required Editions

View supported editions for Flow Approval Processes.
User Permissions Needed
To create an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration
To customize an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences

    OR

  • Be a member of the site AND View Setup and Configuration AND an experience admin, publisher, or builder in that site
To publish an Experience Cloud site:
  • Be a member of the site AND Create and Set Up Experiences

    OR

  • Be a member of the site AND an experience admin or publisher in that site

Before you add the Request Approval component to an object details page, design an autolaunched flow approval process. Consider the input that you want from credentialed site visitors. To require credentialed site visitors to select an approver, assign one or more approval steps to the firstApprover input variable. To expose submitter comments to approvers, use the submissionComments input variable. Test and activate the flow approval process.

You can configure both active and inactive flow approval processes in this component. At run time, credentialed site visitors see only active flow approval processes. Admin users can see and start all configured flow approval processes, including inactive ones.

After a credentialed site visitor submits a record for approval, they see the in-progress flow approval process. They can still see the in-progress submission if its underlying flow approval process is deactivated before the submission finishes. Other credentialed site visitors don't see the in-progress submission if the underlying flow approval process is deactivated. After the submission finishes, only admin users see the now-inactive flow approval process in the component.

  1. In Experience Builder, go to the relevant object details page.
  2. From the Components tab, in the quick find box, search for Request.
  3. From the Components panel, drag the Request Approval onto the page.
    The Request Approval panel opens.
  4. (Optional) For Title, change the default text of Request Approval to the component title for credentialed site visitors at run time.
  5. For Flow Approval Process, search for and select the autolaunched flow approval process to run when a credentialed site visitor clicks Start.
  6. For Flow Approval Process Label, enter a label to identify the associated flow approval process to credentialed site visitors.
  7. To prevent a credentialed site visitor from adding comments about a submission, select Hide submitter comments. The component shows an Approval Request Comments field by default.
  8. To require a credentialed site visitor to select an approver, select Require submitter to select an approver.

    Consider whether the flow approval process you selected in step 6 assigns one or more steps to the firstApprover resource. If it does, select Require submitter to select an approver to prevent the flow approval process from failing when a credentialed site visitor uses this component.

  9. Save your work.
 
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