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Use Approval Tables in Workflow Tasks

Applications → Workflow / Flow BuilderWorkflow builders and approvers1 min read
What you’ll learnWhere approval tables are configured and where approvers use them.

Approval tables belong to a workflow's task and approval experience. They are not created from the Applications card grid.

For workflow builders

Open the workflow in Flow Builder, select the relevant Task step, and configure Approval For Each. Choose the row data source, approval levels, allowed decisions, and any comment requirements. Follow Multi-Level and Batch Approvals.

For approvers

  1. Open Applications → Workflow → My Tasks.
  2. Open the assigned approval task.
  3. Select Open task action.
  4. Review the rows and any associated documents in Workflow Task Manager.
  5. Complete the allowed approval actions and required comments.

Use Workflow Task Manager for individual review and Batch Decision Screen when the task provides batch decisions.

Still stuck? See Get Help with Support or reach your workspace administrator.