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Automate Your Business Processes with Salesforce Flow
View Approval Work Items on a Record

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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.

Required Editions

View supported editions for Flow Approval Processes.
User Permissions Needed
To review an approval work item: Run Flows

Assigned approval work items are shown in the Orchestration Work Guide on the record page of their related record.

  1. Go to a record that you have assigned approval work items for.
  2. To sort approval work items in the Orchestration Work Guide, click Sort and then select how you want to sort your assigned work.
  3. To filter approval work items in the Orchestration Work Guide, click Search, and enter the term to search for.
    The Orchestration Work Guide lists only those approval work items with labels that include the specified search term.
  4. To complete an approval work item in the Orchestration Work Guide:
    1. Click Expand for the item you want to complete.
      The associated screen flow opens in the Orchestration Work Guide.
    2. After you’ve finished the screen flow, click Finish.
      The approval work item status changes to Completed. If configured to open the next work item, the component opens the next approval work item from the same running flow approval process. Otherwise, the component shows a refreshed list of work items.
  5. To go back when you select an approval work item that you don’t want to complete, click Back, and then click OK.
    You return to the list of approval work items in the Orchestration Work Guide.
 
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