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Experience Cloud
Request Approval

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Request Approval

Use the Request Approval component so credentialed site visitors can submit a record for approval. You can configure one flow approval process in the Request Approval component.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise, Performance, Unlimited, and Developer editions.
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 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
To submit a record for approval in an Experience Builder site Be a member of the site and have access to the record

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.

  1. Build a flow approval process in Flow Builder.
  2. Activate the flow approval process.
  3. In Experience Builder, go to the relevant object details page.
  4. Drag the Request Approval component into position on an object details page in your site.
    Request Approval component in Components panel
  5. Configure the component to affect how it appears to site visitors.
    Request Approval component Properties panel
    Important
    Important The Record ID is set automatically. Don’t change the field value.
    Property Details
    Title The component title that credentialed site visitors see at run time. The default is Request Approval.
    Flow Approval Process The active, autolaunched flow approval process to run when a credentialed site visitor clicks Start.
    Flow Approval Process Label A label that identifies the flow approval process to credentialed site visitors.
    Hide submitter comments Select to hide the Approval Request Comments field from credentialed site visitors. The component shows the field by default.
    Require submitter to select an approver Select to require that the credentialed site visitor select an approver before submitting. Select this option if the flow approval process assigns one or more steps to the firstApprover input variable, to prevent the flow approval process from failing.
    Tip
    Tip Changes you make don’t affect how the component appears in Experience Builder.
  6. Save your work.
Example
Example

Sample Request Approval component.

A Request Approval component on an object details page.

See Also

 
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