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Completing Flow Approval work items

Key Takeaway

The place an approver completes an approval work item decides which screen flow runs. The approval step's screen flow runs in the Orchestration Work Guide component on the record page.

When someone submits a record to a flow approval process, each approval step creates approval work items and assigns them to users, groups, or queues. The approval step also automatically sends email notifications to approvers. Approvers and their delegates complete a work item by approving or rejecting it in one of three places. The place they use decides which screen flow runs, if any, so an app builder has to set up each method on purpose.

Three ways to complete approval work items

Approvers complete approval work items in three ways. How an approver gets to the work item decides which completion methods they can use.

Completion methodScreen flow that runs
Work Guide (the Orchestration Work Guide component on the record page)The screen flow that the approval step references
Approval Work Items list viewThe default "Approvals Workflow: Process Approval Submission" screen flow, not the approval step's screen flow
Email replyNo screen flow runs

Reviewing an approval work item requires the "Run Flows" permission.

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