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Complete an Approval Work Item from an Email Notification
When the flow approval process assigns you an approval work item, you receive an email notification. If your org has email reply enabled, you can complete the work item by replying to the email with a keyword. You can also click the record link to complete the approval step in the Orchestration Work Guide.
Required Editions
| View supported editions for Flow Approval Processes. |
| User Permissions Needed | |
|---|---|
| To complete an approval work item in the Orchestration Work Guide: | Run Flows |
Before you complete your approval work item, review the record awaiting approval to confirm you have enough information to make your decision.
See Also
Complete an Approval Work Item by Email Reply
Reply to your email notification with a keyword to approve or reject your assigned approval work item. The screen flow associated with the approval step doesn't run when you complete a work item by email reply.
- Reply to the email notification for your assigned approval work item.
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On the first line of your reply, enter a valid keyword.
- To approve, enter APPROVE, APPROVED, or YES (case-insensitive).
- To reject, enter REJECT, REJECTED, or NO (case-insensitive).
If the first line has no valid keyword, the system doesn't record a decision and sends you an error reply. Keywords can have a trailing period. -
(Optional) On the second line of your reply, add a comment.
The Comments field of the approval work item record stores the comment from only the second line of your email reply. The system stops reading at the first blank line. Some email clients wrap long lines, which can split your comment across multiple lines. The system reads this split as a new line and truncates the wrapped portion. The system also ignores any quoted history after an -----Original Message----- line in your email.
- Send the email.
Complete an Approval Work Item from the Record
Click the record link in your email notification to open the record awaiting approval. In the Orchestration Work Guide, select the approval work item to complete. This method runs the screen flow that the approval step calls.
To complete an approval work item in the Orchestration Work Guide, you need edit access to the record awaiting approval.
If your email notification doesn't include a record link, see Complete an Approval Work Item from the Approval Work Items List View.
- Open the email notification for your assigned approval work item.
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Click the link to view the record awaiting approval.
The record page opens.
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In the Orchestration Work Guide, complete your assigned approval work item.
- If you have only one assigned approval work item for the record, the Orchestration Work Guide opens the screen flow automatically. Complete the screen flow and click Next.
- If you have multiple, assigned approval work items for the record, the Orchestration
Work Guide shows a list of your assigned work items. Click
next to the work item that you want to complete. Complete the screen flow and click
Next.
The Orchestration Work Guide refreshes.
- If you have remaining assigned approval work items, the Orchestration Work Guide shows an updated list of them.
- If you have only one assigned approval work item, the Orchestration Work Guide automatically opens the screen flow.
- If you completed your assigned approval work items, the Orchestration Work Guide shows a message that you have no assigned work items for the record.
