Configure Multi-Level Approval Tasks
What you’ll learnWhere to configure sequential review levels and how users reach their assigned level.
Multi-level row approval is configured in the Approval For Each settings of a workflow Task step.
- Open the workflow in Flow Builder.
- Open the approval Task step.
- Select the row data source and configure each approval level in order.
- Define the assignee, decisions, comments, and completion behavior for every level.
- Save and test with users assigned to different levels.
Approvers open their work from Applications → Workflow → My Tasks. A later level appears only when the workflow reaches it.
For the complete builder procedure, see Multi-Level and Batch Approvals. For runtime use, see Workflow Task Manager and Batch Decision Screen.
Still stuck? See Get Help with Support or reach your workspace administrator.