The Approval Flows section of the Approvals page is where you can add, edit, and manage the account’s approval flows. Flows can be simplistic and contain one level of approval or they can be complex and contain more than one level of approval. The complexity of the approval group/level is based on your needs.

To view, create, and/or manage approval flows, ensure to first select the preferred component under the Approval Flows section in the left panel.

Header actions

The header of the Approval Flows list includes the following available functionality:

1. Approval Agreement – This agreement will allow a full access employee to update their approval security. Learn more about approvals security here.
2. Search bar – This allows the user to search the list for approval name.
3. + Create Flow – This button will allow you to create an approval flow for either turning on a job and/or sending an offer, depending on the component you selected from the left panel.
4. Sort – The arrow next to each column's name allows you to sort the column.

List actions

Within the Approval Flows list, you can hover over a row; select the action menu, or ellipses; and complete one of the following actions:

• Edit – This will open the approval flow for you to make any necessary edits to an existing flow. However, if there is an approval in-progress, then the changes made will only apply to new requests and will not affect pending requests.
• Duplicate – This will duplicate an existing approval flow in order to more efficiently build similar flows.
• Reorder – This will open a modal where you can reorder the approval flows in the list. Since an item can be targeted in multiple approval flows, the order in which approval flows are listed will determine which flow applies to that item when the targeting rules are met.
  • For example, we have 2 approval flows:
    • Approval #1 Targeting = Job Title contains “Product”
    • Approval #2 Targeting = Job Title contains “Manager”
      • Result: When turning on a “Product Manager” job, it will go through Approval #1 because it is higher than #2 in the approval flow ordering. 
• Deactivate – This will mark the approval flow as inactive and not in use. However, if there is an approval in-progress, then it should only apply to new requests. Job/offer requests currently in that flow must be completed.
• Remove – This will remove the approval flow from the list. However, if there is an approval in-progress, then it should only apply to new requests. Job/offer requests currently in that flow must be completed.