Ask for Approval step

Request approval for a record with an approval field. You can configure a rule set for an approval, rejection, or cancellation. If a due date is added to an approval, the approval is automatically approved, rejected, or canceled if the approvers have not responded by the designated time.

Approvals is a platform feature that enables users or groups to approve or reject a task.

Roles and availability

  • Available as an Action Designer action step. Subject matter experts use the action_designer role to create a custom action with one or more action steps.

Fields

Field Description
Record Select a record under the Data panel and drag the record pill into the Record field. If selecting a table with an approval field already configured, the Approval field is set to the correct field.
Table Set to the table name associated with the record.
Approval field Select a field from the designated table to use for approval.
Journal field Select a field from the designated table to use for journal.
Rules Define the approval and rejection rules. Approval rules determine which users can approve or reject requests, and what happens after approval or rejection. Approval or rejection rules include:
  • Anyone approves
  • All users approve
  • All responded and anyone approves
  • % of users approve
  • # of users approve

In the field beside the approval rule, add the desired approvers. To add approvers:

  • Select individual users or groups.
  • Drag-and-drop or select a field from a record.
  • Select to enable manual approvers. Any user manually added to the Approvers related list can approve the request.

Define rejection rules by adding another OR rule set. When defining approvals, include rejection rules that run when there are no matching approvals. Such rejection rules prevent the flow from remaining in a waiting state. For example, if an approval can be approved by anyone, create a time-based rejection rule in case no one approves it.

Due Date Define a due date to ensure that the flow does not remain in a waiting state if the request is not approved or denied.
  • None: The approval is not dependent on a specific date.
  • Approve: Automatically approve the step if an action is still pending by the specified date.
  • Reject: Automatically reject the step if an action is still pending by the specified date.
  • Cancel: Automatically cancel the step if an action is still pending by the specified date.

Example