Business Logic and Process Automation32% of the exam
Flow Approval Processes: stages, steps and work items
How a flow approval process is built from stages, approval steps, background steps and Decision paths, how its work items reach users, groups, queues and Experience Cloud visitors, and when it beats a classic approval process.
Describe the capabilities and use cases for Flow Approval processes.
~8 min read · 11 practice questions ·
What the exam expects
- Recognise when a review needs a flow approval process: several approvers, system actions or conditional paths.
- Design one from stages, approval steps, background steps, Decision elements, requirements, a Recall path and fault paths, and pick record-triggered or autolaunched launch.
- Predict how approval work items behave for a user, a group or queue, and a group with unanimous approval, including withdrawn items and two reviewers acting at once.
- Make work items reachable: the Orchestration Work Guide on record pages and Experience Cloud pages, email responses, list views and Omni-Channel queues.
- Reuse a design with templates, and say when a classic approval process still fits.
Key terms: stage (a group of steps that run together); approval step (assigns a work item to an approver); background step (an action with no user interaction); approval work item (the task an approver completes); approval submission (the record's run through the process); Orchestration Work Guide (the component where approvers complete work).
Key facts
Requirements
- Detail
- Up to 10, to start a step or complete a stage or approval step on a record change
Before activation
- Detail
- Place the Orchestration Work Guide on the record page
Email completion
- Detail
- Send Approval Work Item Assignment Emails to Approvers plus Enable email response
Unanimous rejection
- Detail
- Pending child items Assigned to Withdrawn; step Rejected
Omni-Channel
- Detail
- Needs a queue associated with the Approval Work Item object
Classic approvals
- Detail
- Still available; Enterprise, Performance, Unlimited, Developer; Customize Application
- Why does an approver who opens the emailed link sometimes find nothing to act on?
- When should you use a requirement instead of a Decision element?
- Which two settings let approvers approve by replying to the email?
- When are an approval step's work items impossible to reassign?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform App Builder pack
- Core concepts
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The pack includes:
- All 26 lessons of the Platform App Builder guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (11 questions for this lesson)
- An official source cited for every claim
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