Add a component for your users to submit records for approval without you creating a custom button. The Request Approval component works in both Lightning App Builder and Experience Builder. Configure built-in options for approver selection and submission comments.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, all Einstein 1, and Developer editions.
Who: To customize record page layouts in Lightning App Builder, you must have the Manage Flow user permission. To customize an Experience Cloud site, you need to be a member of the site and have the Create and Set Up Experiences user permission. Or you need to be a member of the site and an experience admin, publisher, or builder in that site.
How: Before you add the Request Approval component to a record page layout, consider
what input you want from the submitter. If you plan to require that the submitter select an
approver, design a flow approval process to assign one or more approval steps to the
firstApprover input variable. To expose optional submitter comments to
approvers, use the submissionComments input variable in your flow approval
process.
After you add the Request Approval component to a page, configure it to reference the relevant active autolaunched flow approval process.
The component shows an Approval Request Comments field by default. To prevent the submitter from adding comments about a submission, select Hide submitter comments.
To require the submitter to select a first approver, select Require submitter to select an approver.