---
schema_version: "1"
id: 7d76ec878c94abdc00d6316f1ab78991328617cc5f8ed6423630eeda820560aa
title: Work with Flow Approval Process Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_automated_approvals_build_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_build_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 02aa61317441a08ba4e0e1eba4d5fa388b50ec5107a0659950765f46130af57b
description: Create a template based on an existing flow approval process or turn an existing flow approval process into a template. Then use the template as a starting point for creating other flow approval processes in Flow Builder. You can also distribute the template via a managed package so that subscribers can create flow approval processes based on it.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Work with Flow Approval Process Templates

Create a template based on an existing flow approval process or turn an existing flow approval process into a template. Then use the template as a starting point for creating other flow approval processes in Flow Builder. You can also distribute the template via a managed package so that subscribers can create flow approval processes based on it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_about_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Flow Approval Processes.">View supported editions for Flow Approval Processes.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d167874e61">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d167874e61 ">To open, edit, or create a flow approval process in Flow Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d167874e61 "><span>Manage Flow</span></td>

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## Create a Flow Approval Process Template

Create a flow approval process template from an existing flow approval process.

1. Open a flow approval process and click **Save As New Version**.
    
    The Save as window opens
    
    ![The Save as window for a flow approval process with advanced settings expanded.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/automated_approvals/automated_approvals_save_as_new_approval_orchestration_advanced_settings_expanded.png)
    
    .
2. Make sure that the flow approval process has a description.
    
    The description appears under the flow approval process template’s name in the New Automation window and gives users information about what your template does.
3. Click **Show Advanced**.
4. Select **Template** and click **Save**.

## Make an Existing Flow Approval Process into a Template

When you have a flow approval process that you want to be used as a starting point for other flow approval processes, make it into a template. After you’ve saved it as a template, any changes that you make to it are automatically reflected in the template.

1. Open a flow approval process and click ![The gear icon for flow approval process settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/gear.png), and then click **Show Advanced**.
    
    The Edit version properties window opens.
    
    ![The Edit version properties window for a flow approval process with advanced settings expanded.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/automated_approvals/automated_approvals_edit_version_properties_advanced_settings_expanded.png)
2. Make sure that the flow approval process has a description.
    
    The description appears under the flow approval process template’s name in the New Automation window and gives users information about what your template does.
3. Select **Template** and click **Save**.

## Create an Editable Copy of a Flow Approval Process Template

Flow approval process templates appear in the New Automation window.

1. Click ![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/gear.png), and then select **Setup**.
2. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
3. In the Flows window, click **New Flow**.
4. In the New Automation window, enter the name of the template into the search box.
    
    The new flow approval process template appears under Templates in the New Automation window.
    
    ![The Select Template window showing the Process Simple Approval template when Approval with Flow Orchestration is selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/automated_approvals/automated_approvals_process_simple_approval_template_tile.png)
5. Select a template.
    
    A copy of the flow approval process template opens in Flow Builder for you to edit.