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            View Approval Work Items on a Record

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            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.

            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 Work Guide on the record page of their associated record.

            1. Go to a record that you have assigned approval work items for.
            2. To sort approval work items in the Work Guide, click Sort and then select how you want to sort your assigned work.
            3. To filter displayed approval work items in the Work Guide, click Search, and enter the term to search for.
              The Word Guide lists only those approval work items with labels that include the specified search term.
            4. To complete an approval work item in the Work Guide:
              1. In the Work Guide, click Expand for the item you want to complete.
                The associated screen flow opens in the Work Guide.
              2. After you’ve finished the screen flow, click Finish.
                The approval work item status is set to Completed, and you’re returned to the refreshed list of approval work items in the Work Guide.
            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 Work Guide.
             
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