When to use Flow Approval processes
Key Takeaway
Use Flow Approval Processes when a record needs reviews from multiple approvers or actions across multiple systems. Pick the type by asking what triggers the approval and who controls when it starts.
Flow Approval Processes let you build multistep reviews for a record using Flow. As a company grows, approvals often need input from several people, in the right order, plus actions in other systems. Flow Approval Processes coordinate those reviews across users, systems, and conditional paths.
When to use Flow Approval Processes
Use Flow Approval Processes when a record needs reviews from multiple approvers or actions across multiple systems. Typical needs include:
- Getting input from people inside and outside your company
- Working with internal and external systems
- Using logic to build paths for different approval scenarios