Overview
Approval automation flows route tasks to specific users for approval. ProcessPro supports two types: Role Approval (routes to users in a configured role) and Manager Approval (routes to the submitter's manager from Org Structure).
Quick Steps
Role Approval — Single User
Configure an activity with Role Approval flow. Set Require All to Approve = false.
The role is mapped to one or more users.
When the workflow reaches this activity, approval tasks are created for all users in the role.
The first user to approve completes the step.
Approval History records the approving user's decision.
Role Approval — All Users
Configure with Require All to Approve = true.
The step remains Pending until all users in the role approve.
Each approval is captured in Approval History.
Only when the last approver approves does the workflow advance.
Role Approval — Rejection
An approver clicks Reject and enters a comment.
If Is Approval Step = true, the workflow moves to a Rejected terminal state (or follows the configured rejection path).
Approval History captures the rejection with user, timestamp, and comment.
No further tasks are created.
Manager Approval
Configure an activity with Manager Approval flow.
When the workflow reaches this step, the system looks up the submitter's manager from the Org Structure.
An approval task is assigned to the manager.
Approval History logs the manager's decision.
Manager Approval — Missing Manager
If the submitter has no manager in the Org Structure:
The system falls back to the Process Owner (if configured).
If no owner is set, an error is surfaced.
The audit records the fallback or failure.
Important: Approval flows must have Is Approval Step = true to trigger rejection behavior. Without it, rejection does not end the workflow.