Reusing approval chains

Last Updated: 12/05/2018 Introduced in Version: 2.0

Overview

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.

 


Example

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:
 
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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.
 
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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.
 
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Edit the data mapping of the Get Approval step and select the output of the Load Approval Chain as shown below.
 
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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.

Additional Resources