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Create an Approval Task in Agentforce Operations
Add an approval task to a blueprint stage to route work to an approver and define what happens if the approver rejects the task.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
| Role or Access Needed | |
|---|---|
| To create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: | Admin role or Creator role |
To create a blueprint by importing a .docx file in Agentforce Operations: |
Admin role |
| To publish a blueprint in Agentforce Operations: | Admin role or Publisher role with View access for the blueprint |
Approval tasks route work to a designated approver who can approve or reject the task. When you configure an approval task, you define what action Agentforce Operations takes if the approver rejects it.
- In the navigation sidebar, click Blueprints.
- Click the Draft blueprints tab.
- Click Edit on the blueprint that you want to edit.
- In a stage, click + Approval.
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Enter a task name.
Use a clear name that describes the work, such as Validate invoice pricing.
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For Start, select when to start the task.
- To start the task when the stage starts, select When the stage starts.
- To start the task after another task in the stage ends, select After another task ends. Then select the task to complete before this task starts.
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To start the task on a specific date, select On a specific date.
Then click
or enter numbers for month, day, and year.
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(Optional) For Due, configure a deadline for the task to finish by.
- To set no due date, leave the default configuration.
- To set a due date relative to when the task starts, select Time to complete. Then enter a number and select Hours, Days, or Minutes.
- To set a due date from a date field created by an upstream task, select From a field. Then select the date field.
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For Assigned to, select one or more assignees: users, teams, roles,
or AI agents.
To assign the task to someone who isn't in the workspace yet, enter their email address and click + Invite. See the Add a User Through a Task section in Add Users to Agentforce Operations.
- Optionally, add Cc recipients who need visibility but don't complete the task.
- Optionally, add an Escalation to automatically notify or reassign the task as the due date approaches or passes.
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Optionally, add a Description with instructions or context for the
assignee.
To include a field value in the description, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. Checkbox, signature, and requested information fields aren't supported as merge fields.
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Optionally, in the Information for approval section, click
+ Select field to select fields from earlier in the workflow to share
with the approver.
Selecting a field automatically CCs the related assignees on the approval task.
- Optionally, in the Request information section, click + Add field or role or + Add form to collect information from the approver when they complete the task.
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In the If Rejected section, select an
Action.
Action What Happens Report problem Flags a problem on the task without restarting any work. Restart task Restarts a task that you select. This option is grayed out if the approval task has no previous tasks to select. Restart stage Restarts all tasks in a specific stage. Restart workflow Restarts the workflow from the beginning. End workflow Ends the workflow immediately. - Optionally, select Require comments to make the approver add a comment before they can reject the task.
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Optionally, in the Advanced section, configure more options.
- Split the task: Create multiple at run time instances from one task definition based on a multi-value field. See Split a Task into Duplicate Tasks in Agentforce Operations.
- Save a copy of the submitted data as a PDF: Archive submitted task data as a PDF for auditing. See Save Task Data as a PDF in Agentforce Operations.
- Click Add approval task.
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