Setting up approval flows (sequential, parallel/group, complex)

 

This article is regarding the Zendesk approvals app Approvals app.
If you're needing information on our newer app named  Zendesk approvals app Approve, please see this section of our knowledge base.

In this video, we'll cover how to create sequential approvals that can be either sent manually by agents viewing the ticket one at a time, or that can be automatically sent off one after the other.

Next, there are two ways to go about creating parallel approvals. The first is using approval groups. The second is creating multiple approval templates that can be initiated at the same time. The video below runs through how you can utilise both of these strategies.

The final video runs through how to set up an approval that is conditionally shown to agents and is a  combination of sequential, parallel, manager and group approvals all within a single workflow. 


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