Reusing Approval Chains

Overview

Approval Chains allow the ability to configure levels of Approval that can be quickly implemented in a Flow. Instead of configuring a new Approval Chain each time one is needed in a Flow, one can be set up and reused in multiple Flows. For more information on Approval Chains, see Introduction to Approval Chain.

Example

1. Build a simple Approval Flow or use the pre-built Main Approval Flow (see Using Main Approval Flow). The following example uses the Main Approval Flow.
   
2. In the Steps panel, navigate to Integration > Approvals and drag the Load Approval Chain step onto the workspace. Connect the output paths of the Form to the Load Approval Chain step.
   
3. Select the Load Approval Chain step and select an Approval Chain by clicking Pick under Approval Chain on the Properties panel.
   The list of Available Approval Chains shown is from System > Flow Management > Approval Chains. For this example, use one that was previously created.

   
   

4. Select the Get Approval step and click Edit Output Mappings.
   
5. Map the Chain field from the Load Approval Chain to the ApprovalData and Levels fields. Map the Request Details field to the Request Details field. Click OK to save and close.
   
6. Click Save to save changes to the Flow. The Flow is now configured to use a centrally configured Approval Chain. If this Approval Chain is edited, the Flow will immediately begin using the new configuration for new requests.