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On this page
  • Configure
  • Message
  • Notification Emails
  • Approvals tab in your workflow
  • Going Further
  • Changing Labels for Accept and Reject
  • Other uses for an Approval step in your workflow
  • Technical Notes

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  1. Built-in Tools

Approval

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Last updated 4 months ago

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The Approval tool allows you to pause automations for human intervention and get manual approval before data moves to the next step at any stage in your workflow.

This element of human oversight ensures your workflows process the correct information. For instance, verifying AI-generated prompts before updating product descriptions.

Configure

Message

In the example above, the Approval action checks for the cancellation reason from the canceled order that triggers the workflow.

Notification Emails

In the Notification Emails field, you should enter any email addresses that should receive an email notification when a new pending approval is created.

If an email isn’t added, you will need to check the workflow’s Approvals tab often to view your pending approvals.

All recipients will receive an email. If you are not receiving emails, be sure to check the "Promotions" tab in your email client or add mesa@theshoppad.net to your contacts list.

Approvals tab in your workflow

The Approvals tab is where you can accept or reject the pending approvals.

Going Further

Changing Labels for Accept and Reject

In the example below, the "Accept" button has been edited to "Send Email" for pending approvals.

Other uses for an Approval step in your workflow

  • Creating a draft environment for your workflow while building.

  • Escalating orders to a specific person before issuing a discount or free product.

  • Any stage in a workflow where human intervention is deemed necessary.

  • Additional Information Options allows the Approval to pass along information via a select menu or plain text.

Technical Notes

The Message field displays the information that you want to approve or deny before proceeding to the following steps in the workflow. Oftentimes, it's helpful to populate this field with a custom message of your choosing that includes from earlier steps in the workflow that need verifying.

In cases where "Approve" and "Reject" are not the appropriate labels for the two actions, they can be overwritten by changing the Approve Label and Reject Label fields. Click the button to add those fields for editing.

The task history and replay of approvals are influenced by your .

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