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Complete an Approval Work Item from the Approval Work Items List View
Use the Approval Work Items list view to find and complete your assigned approval work items. From the list view, you can select the Review action to complete an approval work item with the default approval screen flow. You can also open the record to complete the approval work item with the screen flow that the approval step calls.
Required Editions
| View supported editions for Flow Approval Processes. |
| User Permissions Needed | |
|---|---|
| To complete an approval work item by running a screen flow: | Run Flows |
Before you complete your approval work item, review the related record to confirm you have enough information to make your decision. The links in the Related Record column of the Approval Work Items list view open the page of the record awaiting approval.
See Also
Open the Approval Work Items List View from the Approvals App
Use the Review My Approval Work Items tile in the Approvals app to open the Approval Work Items list view.
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On the navigation bar, click
.
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In the search box, enter approvals, and then select
Approvals.
The Approvals app opens.
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On the Home tab in the Approvals app, click the Review My Approval Work
Items tile.
The Assigned Approval Work Items list view opens.
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To see assigned and completed approval work items, from the dropdown list, select
All Approval Work Items.
NoteThe list view shows approval work items based on your access. Without full access, the list view shows only approval work items assigned to you or that you completed.
Complete your assigned approval work item.
Open the Approval Work Items List View from the App Launcher
Use the App Launcher to open the Approval Work Items list view directly.
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On the navigation bar, click .
- In the search box, enter approval, and then select Approval Work Items.
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To see assigned and completed approval work items, from the dropdown list, select
All Approval Work Items.
Note
The list view shows approval work items based on your access. Without full access, the list view shows only approval work items assigned to you or that you completed.
Complete your assigned approval work item.
Complete an Approval Work Item from the Record
Click the record link for your assigned approval work item to open the record awaiting approval. In the Orchestration Work Guide, complete your assigned approval work item. This method runs the screen flow that the approval step calls.
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In the Approval Work Items list view, click the link in the Related Record column 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.
Complete an Approval Work Item With the Review Action
Select the Review action for your assigned approval work item to complete it with the default approval screen flow. The screen flow that the approval step calls doesn't run when you use the Review action.
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In the Approval Work Items list view, select Review for the item to
complete.
The default approval screen flow opens in a window.
- For Decision, select Approve the work item or Reject the work item.
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(Optional) Enter comments about your decision.
Unlike comments made in replies to email notifications, comments entered here have no line restrictions or length limits.
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Click Confirm.
The Review Approval Work Item window closes.
Refresh the Approval Work Items list view to see the statuses of your assigned approval work items.
