Add an Approval Step

An approval step defines one stage in a flow's approval chain: who signs off, when the step applies, how many approvers it takes, and whether they must sign electronically. This guide is for Administrators working on a flow's Workflow canvas. You'll need an existing flow open on its canvas; changes save as you go, so there's no separate save action.

Who this is for: admin.

Add an approval step and choose who approves it

A step needs approvers before it can do anything, and a single step can route to one person or several. Adding the approvers here decides who receives the request when the flow reaches this stage.

1. Sign in as the Administrator.

2. Click Add a new step below this one to insert a new approval step in the chain.

   

3. In Search for an approver, type part of the approver's name — the example uses Sam Porter.

   

4. Click the matching approver's name (Sam Porter in the example screenshots) to add them to the step.

   

5. To add a second approver, type another name in Search for an approver — the example uses Priya Raman.

   

6. Click that approver's name (Priya Raman in the example screenshots) to add them to the step.

   

Both approvers now appear on the step, with Priya Raman listed alongside the first approver.

Add a condition so the step only runs when it matters

Some stages only make sense for certain requests — a finance sign-off on large amounts, for example. A condition keeps the step out of the way otherwise: the step is skipped unless all of its conditions are met.

1. Click Conditions to open the step's condition settings.

   

2. Click Add Condition to start a new condition.

   

3. Choose the field the condition should test from Field — the example uses Budget.

   

4. Choose how to compare that field from Operator — the example uses Greater than.

   

5. In Value, enter the value to compare against — the example uses 1000.

   

6. Click Add Condition to save the condition to the step.

   

The saved condition is listed on the step as Budget Greater than 1000.

Set the approval requirement and signature rules

With more than one approver on a step, you decide what counts as approved — everyone, a majority, a fraction, or a specific number. You can also require approvers to sign electronically, drawn or typed, before the step can complete.

1. Click Settings to open the step's approval settings.

   

2. Choose the approval requirement for the step — the example selects Majority must approve.

   

3. Click Require E-Signature if approvers must sign electronically before the step completes.

   

4. Click Close to return to the canvas; your choices are already saved.

   

The step now shows its approval requirement as Majority.