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skills/building-flow-approval-process/SKILL.md
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skills/building-flow-approval-process/SKILL.md
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---
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name: building-flow-approval-process
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description: "Build Salesforce Flow Approval Processes (processType: ApprovalWorkflow). Use when the user wants to 'create a flow approval process', 'build an ApprovalWorkflow', 'set up multi-level approval with flows', 'configure approval orchestration', 'add approval stages to a flow', or encounters errors such as 'Submit for Approval doesn\\'t work with Flow Approval Processes' or 'Outputs reference doesn\\'t exist'. Not for Classic Approval Processes (Setup > Approval Processes)."
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metadata:
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version: "1.0"
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---
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## Goal
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Design, implement, and deploy Salesforce Flow Approval Processes (`processType: ApprovalWorkflow`), covering the full stack: orchestration flow, background steps, approval steps, screen flows, WebLink triggers, and required Lightning page components.
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## When to Use This Skill
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Activate this skill for:
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- Creating a new multi-level approval process using Flows (not Classic Approval Processes)
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- Configuring `orchestratedStages`, Background Steps, and Approval Steps in an `ApprovalWorkflow` flow
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- Setting up the WebLink button that launches the orchestration
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- Debugging errors specific to Flow Approval Processes (`Submit for Approval not supported`, output reference syntax failures, subflow restrictions)
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- Adding `Flow Orchestration Work Guide` and `Approval Trace` components to a record page
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**Delegate elsewhere** for Classic Approval Processes (Setup > Approval Processes), record-triggered flows, or Apex-based approval routing.
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## Classic vs. Flow Approval Process — Critical Distinction
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| | Classic Approval Process | Flow Approval Process |
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|---|---|---|
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| Setup location | Setup > Approval Processes | Setup > Flows (`processType: ApprovalWorkflow`) |
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| Trigger | `Submit for Approval` action | WebLink URL button → `/flow/FlowApiName?params` |
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| Entry conditions | Record criteria | Background Step + Evaluation Flow |
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| Steps | Linear steps | `orchestratedStages` containing `stageSteps` |
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**Never use the "Submit for Approval" Flow action with an ApprovalWorkflow.** Salesforce documentation states explicitly: *"This action doesn't submit a record for approval using Flow Approval Processes."*
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## Flow Generation — Mandatory Delegation
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An ApprovalWorkflow solution involves multiple flows. Apply this rule for each:
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| Flow type | How to generate |
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|---|---|
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| AutoLaunched flows (calculation, evaluation, status update) | **Use `generating-flow` skill** — 3-step MCP pipeline (`fetchGroundedObjectMetadata` → `flowElementSelection` → `flowElementGeneration`). Never write XML manually. |
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| Screen Flow (approver review UI) | **Use `generating-flow` skill** — same 3-step MCP pipeline. |
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| ApprovalWorkflow orchestration (`processType: ApprovalWorkflow`) | **Write XML manually** — the MCP pipeline does not support this processType. Use the XML patterns in `references/xml-patterns.md`. |
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Generate all component flows **before** the orchestration. The orchestration references them by API name in `actionName` attributes.
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## Core Workflow
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1. **Define entry variables** — declare the 4 mandatory input variables on the orchestration
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2. **Generate supporting flows** — use the `generating-flow` skill to create each AutoLaunched flow and the Screen Flow via the MCP pipeline
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3. **Design orchestration stages** — model each approval level as an `orchestratedStage` with Background Steps and Approval Steps
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4. **Wire decision routing** — use Decision elements between stages, referencing Background Step outputs via `{!StepName.Outputs.variableName}` syntax
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5. **Write the ApprovalWorkflow orchestration XML** — using patterns from `references/xml-patterns.md`
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6. **Create the WebLink trigger** — build the URL button on the object; add to the page layout
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7. **Add Lightning components** — place Flow Orchestration Work Guide and Approval Trace on the record page
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8. **Deploy in order** — follow the required deployment sequence to avoid dependency failures
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9. **Validate** — submit a test record and verify each stage transitions correctly
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## Architecture Pattern
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```
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WebLink Button
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└── /flow/ApprovalOrchestration?recordId=...&submitter={!$User.Id}&retURL=...
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└── ApprovalWorkflow (processType: ApprovalWorkflow)
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├── Background Step → AutoLaunched Flow (calculate level / init status)
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├── Decision (route by level output)
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├── Stage N1
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│ ├── Approval Step (Screen Flow — approver UI)
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│ └── Background Step (update status)
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├── Decision (Approve / Reject)
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├── Stage N2 — same pattern
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└── Stage N3 — same pattern
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```
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## Required Orchestration Variables
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Declare these 4 input variables on every ApprovalWorkflow orchestration:
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| Variable | dataType | isInput |
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|---|---|---|
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| `recordId` | String | true |
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| `submitter` | String | true |
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| `submissionComments` | String | true |
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| `firstApprover` | String | true |
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Missing any of these causes runtime errors even if the variable is not used in the flow logic.
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## Step Types Reference
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### Background Step
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- `actionType: stepBackground` / `stepSubtype: BackgroundStep`
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- Calls an AutoLaunched flow (`TriggerType: None`)
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- `requiresAsyncProcessing: false`, `runAsUser: false`, `shouldLock: false`
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- Inputs accept variable references or string literals only — no calculated expressions
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### Approval Step
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- `actionType: stepApproval` / `stepSubtype: ApprovalStep`
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- Calls a Screen Flow for the approver UI
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- `requiresAsyncProcessing: true`, `runAsUser: true`, `shouldLock: true`
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- `assigneeType`: `Queue`, `User`, or `Group`
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- Output `approvalDecision` must be exactly `"Approve"` or `"Reject"` (case-sensitive)
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## Output Reference Syntax
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Reference Background Step outputs in downstream elements:
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```
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{!StepName.Outputs.variableName}
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```
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- In a Decision element: `<leftValueReference>CalcLevel.Outputs.approvalLevel</leftValueReference>`
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- In a subsequent Background Step input: `<elementReference>CalcLevel.Outputs.approvalLevel</elementReference>`
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- Approval decision: `<leftValueReference>Approbation_N1.Outputs.approvalDecision</leftValueReference>`
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## Screen Flow — Required Variables
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The approver Screen Flow must declare these variables with exact names:
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**Inputs:** `approvalInformation` (String), `recordId` (String)
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**Outputs:** `approvalDecision` (String) — value must be exactly `"Approve"` or `"Reject"`; `approvalComments` (String)
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Add a `faultConnector` on every `recordLookups` element displaying `{!$Flow.FaultMessage}`.
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## Hard-Stop Constraints
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These cause deployment or runtime failures:
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- **No `<subflows>` element** in an ApprovalWorkflow — use Background Steps instead
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- **No Custom Error elements** in AutoLaunched flows called by Background Steps (`TriggerType: None`)
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- **No calculated expressions** as Background Step inputs — variable references and string literals only
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- **No `Submit for Approval` action** to trigger an ApprovalWorkflow — WebLink URL only
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- **No** `hasMenubar`, `height`, `position`, `isResizable` on a WebLink with `openType: replace`
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- **Deletion via Metadata API fails** when the flow has execution history — delete from Setup UI
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## Required Lightning Page Components
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Add both components to the record page via Lightning App Builder:
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1. **Flow Orchestration Work Guide** — shows pending work items to approvers
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2. **Approval Trace** — shows approval history
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Without these, approvers have no interface to process their work items.
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## Deployment Order
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Deploy in this sequence to avoid dependency errors:
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1. Custom objects and fields
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2. AutoLaunched flows (calculation, evaluation, status update)
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3. Screen Flow (approver review UI)
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4. ApprovalWorkflow orchestration
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5. WebLink + page layout
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```bash
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SF_LOG_FILE=/dev/null sf project deploy start -m "Flow:MyFlowName" --ignore-conflicts -o my-org
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```
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## Common Errors Quick Reference
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| Error | Cause | Fix |
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|---|---|---|
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| `This action doesn't submit a record for approval using Flow Approval Processes` | Classic "Submit for Approval" action used | Replace with WebLink URL button |
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| `CalcLevel.approvalLevel doesn't exist` | Missing `Outputs.` in reference syntax | Use `CalcLevel.Outputs.approvalLevel` |
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| `firstApprover / submissionComments received nothing` | Required orchestration variables missing | Declare all 4 mandatory input variables |
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| `Flows of type ApprovalWorkflow can't include Subflow elements` | Subflow element used | Replace with Background Step |
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| `Can't include Custom Error elements when TriggerType is None` | Custom Error in AutoLaunched flow | Remove Custom Error; let fault propagate |
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| `insufficient access rights on cross-reference id` on delete | Flow has execution history | Delete from Setup UI, not Metadata API |
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| WebLink deployment failure with `openType: replace` | Forbidden properties included | Remove `hasMenubar`, `hasScrollbars`, `height`, `position`, `isResizable` |
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## Additional Resources
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### Reference Files
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For complete XML patterns and templates, consult:
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- **`references/xml-patterns.md`** — Full XML for orchestration variables, WebLink, Background Step, Approval Step, and Screen Flow variables
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239
skills/building-flow-approval-process/references/xml-patterns.md
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239
skills/building-flow-approval-process/references/xml-patterns.md
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# XML Patterns — Flow Approval Process
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Complete XML reference for all components of a Flow Approval Process.
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---
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## Orchestration — Required Input Variables
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```xml
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<variables>
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<name>recordId</name>
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<dataType>String</dataType>
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<isInput>true</isInput>
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</variables>
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<variables>
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<name>submitter</name>
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<dataType>String</dataType>
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<isInput>true</isInput>
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</variables>
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<variables>
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<name>submissionComments</name>
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<dataType>String</dataType>
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<isInput>true</isInput>
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</variables>
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<variables>
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<name>firstApprover</name>
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<dataType>String</dataType>
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<isInput>true</isInput>
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</variables>
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```
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---
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## WebLink — Only Valid Trigger
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```xml
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<WebLink>
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<fullName>LaunchApproval</fullName>
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<availability>online</availability>
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<displayType>button</displayType>
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<linkType>url</linkType>
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<openType>replace</openType>
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<protected>false</protected>
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<url>/flow/MyOrchestration?recordId={!Object__c.Id}&submitter={!$User.Id}&retURL=/{!Object__c.Id}</url>
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</WebLink>
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```
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Add to the page layout as `actionType: CustomButton`.
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**Do not include** `hasMenubar`, `hasScrollbars`, `height`, `position`, `isResizable` — these are forbidden with `openType: replace` and cause deployment failures.
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---
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## Background Step
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Calls an AutoLaunched flow. Use for calculations, evaluations, and status updates.
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```xml
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<stageSteps>
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<name>CalcLevel</name>
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<actionName>MyAutoLaunchedFlow</actionName>
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<actionType>stepBackground</actionType>
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<stepSubtype>BackgroundStep</stepSubtype>
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<inputParameters>
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<name>recordId</name>
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<value>
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<elementReference>recordId</elementReference>
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</value>
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</inputParameters>
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<outputConfigParams>
|
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|
<name>approvalLevel</name>
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<!-- Must match the output variable name in the called flow -->
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<value xsi:nil="true"/>
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|
</outputConfigParams>
|
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<requiresAsyncProcessing>false</requiresAsyncProcessing>
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<runAsUser>false</runAsUser>
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<shouldLock>false</shouldLock>
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<label>Calculate Level</label>
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</stageSteps>
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```
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|
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|
**Input constraints:** only variable references (`<elementReference>`) or string literals (`<stringValue>1</stringValue>`) are valid. Expressions and merge fields are not supported.
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||||||
|
---
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## Approval Step
|
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|
|
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|
Calls a Screen Flow for the approver UI.
|
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|
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|
```xml
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|
<stageSteps>
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<name>Approval_N1</name>
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<actionName>Review_Approval_Screen_Flow</actionName>
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<actionType>stepApproval</actionType>
|
||||||
|
<stepSubtype>ApprovalStep</stepSubtype>
|
||||||
|
<assignees>
|
||||||
|
<assignee>
|
||||||
|
<stringValue>MyQueueDeveloperName</stringValue>
|
||||||
|
</assignee>
|
||||||
|
<assigneeType>Queue</assigneeType>
|
||||||
|
<!-- Valid values: Queue | User | Group -->
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|
</assignees>
|
||||||
|
<outputConfigParams>
|
||||||
|
<name>approvalDecision</name>
|
||||||
|
<value xsi:nil="true"/>
|
||||||
|
</outputConfigParams>
|
||||||
|
<requiresAsyncProcessing>true</requiresAsyncProcessing>
|
||||||
|
<runAsUser>true</runAsUser>
|
||||||
|
<shouldLock>true</shouldLock>
|
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|
<label>Approval Level 1</label>
|
||||||
|
</stageSteps>
|
||||||
|
```
|
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|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Decision Element — Routing After Background Step
|
||||||
|
|
||||||
|
Reference Background Step outputs using the `Outputs.` prefix:
|
||||||
|
|
||||||
|
```xml
|
||||||
|
<decisions>
|
||||||
|
<name>RouteByLevel</name>
|
||||||
|
<label>Route by Approval Level</label>
|
||||||
|
<rules>
|
||||||
|
<name>Level1</name>
|
||||||
|
<conditionLogic>and</conditionLogic>
|
||||||
|
<conditions>
|
||||||
|
<leftValueReference>CalcLevel.Outputs.approvalLevel</leftValueReference>
|
||||||
|
<operator>EqualTo</operator>
|
||||||
|
<rightValue>
|
||||||
|
<stringValue>1</stringValue>
|
||||||
|
</rightValue>
|
||||||
|
</conditions>
|
||||||
|
<connector>
|
||||||
|
<targetReference>Stage_N1</targetReference>
|
||||||
|
</connector>
|
||||||
|
<label>Level 1</label>
|
||||||
|
</rules>
|
||||||
|
</decisions>
|
||||||
|
```
|
||||||
|
|
||||||
|
Decision after an Approval Step — check the `approvalDecision` output:
|
||||||
|
|
||||||
|
```xml
|
||||||
|
<leftValueReference>Approval_N1.Outputs.approvalDecision</leftValueReference>
|
||||||
|
<!-- Valid values: "Approve" or "Reject" — case-sensitive -->
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Screen Flow — Required Variables
|
||||||
|
|
||||||
|
The approver Screen Flow must expose these variables with the exact names shown.
|
||||||
|
|
||||||
|
```xml
|
||||||
|
<!-- Inputs -->
|
||||||
|
<variables>
|
||||||
|
<name>approvalInformation</name>
|
||||||
|
<dataType>String</dataType>
|
||||||
|
<isInput>true</isInput>
|
||||||
|
</variables>
|
||||||
|
<variables>
|
||||||
|
<name>recordId</name>
|
||||||
|
<dataType>String</dataType>
|
||||||
|
<isInput>true</isInput>
|
||||||
|
</variables>
|
||||||
|
|
||||||
|
<!-- Outputs — exact names required by the orchestration -->
|
||||||
|
<variables>
|
||||||
|
<name>approvalDecision</name>
|
||||||
|
<dataType>String</dataType>
|
||||||
|
<isOutput>true</isOutput>
|
||||||
|
<value>
|
||||||
|
<elementReference>ApprovalRadioButtons</elementReference>
|
||||||
|
</value>
|
||||||
|
</variables>
|
||||||
|
<!-- Radio button choices must produce exactly "Approve" or "Reject" -->
|
||||||
|
|
||||||
|
<variables>
|
||||||
|
<name>approvalComments</name>
|
||||||
|
<dataType>String</dataType>
|
||||||
|
<isOutput>true</isOutput>
|
||||||
|
</variables>
|
||||||
|
```
|
||||||
|
|
||||||
|
Add a `faultConnector` on every `recordLookups` element leading to a screen that displays `{!$Flow.FaultMessage}`.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Orchestrated Stage — Full Structure
|
||||||
|
|
||||||
|
```xml
|
||||||
|
<orchestratedStages>
|
||||||
|
<name>Stage_N1</name>
|
||||||
|
<label>Stage Level 1</label>
|
||||||
|
<exitConditionLogic>and</exitConditionLogic>
|
||||||
|
<stageSteps>
|
||||||
|
<!-- Approval Step first -->
|
||||||
|
<name>Approval_N1</name>
|
||||||
|
<actionName>Review_Approval_Screen_Flow</actionName>
|
||||||
|
<actionType>stepApproval</actionType>
|
||||||
|
<stepSubtype>ApprovalStep</stepSubtype>
|
||||||
|
<assignees>
|
||||||
|
<assignee><stringValue>MyQueue</stringValue></assignee>
|
||||||
|
<assigneeType>Queue</assigneeType>
|
||||||
|
</assignees>
|
||||||
|
<outputConfigParams>
|
||||||
|
<name>approvalDecision</name>
|
||||||
|
<value xsi:nil="true"/>
|
||||||
|
</outputConfigParams>
|
||||||
|
<requiresAsyncProcessing>true</requiresAsyncProcessing>
|
||||||
|
<runAsUser>true</runAsUser>
|
||||||
|
<shouldLock>true</shouldLock>
|
||||||
|
<label>Approval N1</label>
|
||||||
|
</stageSteps>
|
||||||
|
<stageSteps>
|
||||||
|
<!-- Background Step for status update, runs after approval -->
|
||||||
|
<name>UpdateStatus_N1</name>
|
||||||
|
<actionName>UpdateApprovalStatusFlow</actionName>
|
||||||
|
<actionType>stepBackground</actionType>
|
||||||
|
<stepSubtype>BackgroundStep</stepSubtype>
|
||||||
|
<inputParameters>
|
||||||
|
<name>recordId</name>
|
||||||
|
<value><elementReference>recordId</elementReference></value>
|
||||||
|
</inputParameters>
|
||||||
|
<inputParameters>
|
||||||
|
<name>status</name>
|
||||||
|
<value><stringValue>PendingN2</stringValue></value>
|
||||||
|
</inputParameters>
|
||||||
|
<requiresAsyncProcessing>false</requiresAsyncProcessing>
|
||||||
|
<runAsUser>false</runAsUser>
|
||||||
|
<shouldLock>false</shouldLock>
|
||||||
|
<label>Update Status N1</label>
|
||||||
|
</stageSteps>
|
||||||
|
<connector>
|
||||||
|
<targetReference>RouteAfterN1</targetReference>
|
||||||
|
</connector>
|
||||||
|
</orchestratedStages>
|
||||||
|
```
|
||||||
Loading…
Reference in New Issue
Block a user