Manage Approval Submissions and Approval Work Items

Manage approval submissions and approval work items with list views. Recall an in-progress approval submission. Reassign approval work items that have been assigned but not completed.

• View All Approval Work Items
  Use approval work item list views to see details about approval work items. Use the quick menu to approve or reject an approval work item without running the associated screen flow.
• View Approval Work Items on a Record
  Assigned approval work items appear directly on record pages in the Orchestration Work Guide component. Sort items by date, prioritize tasks, and track completion status.
• View Approval Submissions
  Use approval submissions list views to see lists of and details about approval submissions.
• Reassign an Approval Work Item
  Reassign an assigned approval work item to a different user, group, or queue. You can reassign an assigned work item for an approval orchestration that’s still in progress.
• Manage Approval Email Notifications
  By default, a flow approval process sends email notifications to assigned approvers, their delegates, and approval submitters. Use approval email settings to manage emails sent to these groups.
• Control Approver Emails for a Flow Approval Process
  To stop sending email notifications to approvers and their delegates for approval submissions based on a specific flow approval process, use the advanced setting Don’t send approver notifications.
• Control Email Completion of Flow Approval Processes Approval Work Items
  By default, assigned approvers and their delegates receive email notifications when an approval work item is created or reassigned. When approvers and their delegates receive email notifications, you can make it possible for them to complete approval work items associated with Flow Approval Processes approval submissions by replying to their email notifications.
• Recall an In-Progress Approval Submission
  Recall an approval submission from the Approval Submissions list view. You can recall only in-progress approval submissions.
• Cancel an In-Progress Approval Submission
  Cancel an approval submission from the Approval Submissions list view. You can cancel only in-progress approval submissions.
• Delete Approval Submission Records
  Delete approval submission records to fulfill GDPR and other data deletion requests. Deleting an approval submission record also deletes its child records.
• View Flow Approval Process Dependencies in the Approvals App
  Flow approval processes rely on flows to run steps and evaluate complex conditions. Flows can also use an Action element to call a flow approval process. To understand the relationships between a flow approval process and the flows that it call and that call it, view the Usage tab of the Orchestration Version page or the Orchestration page in the Approvals Lightning app.