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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
To see your assigned approval work items for a specific record, go to the associated record page. If you have multiple approval work items assigned to you for that record, you can see them all in the Orchestration Work Guide component. You can sort the approval work item list by last-modified date or select the item you want to complete first. When you complete an approval work item, the approval work item list refreshes automatically. - 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. - 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.
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