Reusing approval chains
Last Updated: 12/05/2018
Introduced in Version: 2.0
Approval Chains let you 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, you can set one up and re-use it in multiple flows. For more information on Approval Chains, see Introduction to Approval Chain.
This example uses an existing Approval Chain
in a new approval flow. First, build a simple approval flow or use the pre-built Mail Approval Flow
(see Using Main Approval Flow
). This example uses the Main Approval Flow.
In the Flow Designer,
your flow should look something like this:
In the Steps tab on the right side of the Flow Designer, navigate to Integration > Approvals and drag the Load Approval Chain step onto the canvas. Connect this step just before the Get Approval (Main Approval Flow) step.
Click on the Load Approval Chain step and select an Approval Chain to load. Note: the list of available approval chains shown is from System > Flow Management > Approval Chains. For this example we use one we have previously created.
Edit the data mapping of the Get Approval step and select the output of the Load Approval Chain as shown below.
Your flow is now configured to use a centrally configured approval chain. If you ever edit this approval chain, the flow will immediately begin using the new configuration for all new request.