Design an approval workflow

Approvals are a workflow step you can add to any record — a change, a purchase, an HR document request. This walks through designing one; see Approvals for what the approver experiences once it’s live.

Sequential vs. parallel

• Sequential — approver A, then B, then C. Later approvers only see it after earlier ones approve.
• Parallel — several approvers at once; configure whether you need all or a quorum.

Conditional routing

Route based on record data: amounts over a threshold add a finance approver; emergency changes skip the change advisory board and go straight to an on-call approver.

Delegation and reminders

Approvers can delegate while away. Add reminders and an escalation timer so a stalled approval reassigns or notifies rather than sitting idle.

Wire it up

In the Admin area, add the approval step to the record’s workflow in Flow Designer, set the approver source (a user, a group, or a reference like manager), choose sequential or parallel, and add conditions. Test by submitting a record and approving as each party.