How do I set up a workflow approval step?
Create the step, choose the approval team or rule, define outcomes, and decide what each outcome should do.
In Design Studio, open the workflow draft and add an Approval step. Choose the approval team, assignment rule, or role that should receive the work. Add outcomes such as Approved, Rework, Rejected, or Save mapped fields depending on the process.
Use routing rules when the next step depends on form answers, smart scores, approval level, or other case context. Save the draft while building, then publish only when the workflow is ready to be used by live submissions.