Approval flows is where you and/or users with full access to approval flows can create the line of approval for actions taken in the system.

Create an approval flow

To do this, complete the following steps for each necessary approval flow.

1. Select All Apps in the top left corner of the header and then Approvals in its drop-down menu. 
   • Note: Additional navigation explained here for users with full access to the Approvals page.
2. When the Approvals page opens, select Approval Flows in the left panel and then the preferred component for your approval flow: Jobs or Offers. 
   • Note: The components listed here will be based on the features that are enabled for your account.
3. From this page, select the + Create Flow button from either the middle of the section (for the first flow created) or the top right corner of the page (for all other flows created). 
4. Due to legal requirements, a logged in user must select the Approvals Agreement before approval flows can be created in the account. This determines the attributes that will be used for the targeting rules in each flow. 
   • Note: This can be edited as needed from the Approval Flows section by selecting the Approval Agreement icon next to the search bar above the list. Learn more here.
5. The Approval Flows Builder will then open. Update the Overview, Approvers, and Messaging sections.
6. When the flow is completed, select Publish in the bottom of the left panel.

Configure messaging in multiple languages

You can configure translations for request and denial reasons when Custom List is selected as the reply type. To do this, follow the steps below.

1. Select Edit for the preferred reason.
2. Update the Reply Type to Custom List.
3. Add all custom list messages.
4. Select the language selector in the top right corner of the drawer and then the preferred language.
5. You will then be able to enter in the custom list messages for the selected language.
6. Select Save to save the changes made.

Relevant documentation

Click here to learn more about this feature.

Approver permissions

Ensure that all approvers have access to both the Approval Requests section of the Approvals page AND access to the corresponding product (Jobs/Offers).