> ## Documentation Index
> Fetch the complete documentation index at: https://forest-chore-open-api.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Approval workflows

> Review, approve, or reject actions that require team validation before execution.

The **Approval Workflow** feature lets your team ensure that sensitive or high-impact actions are reviewed before they execute. When an action requires approval, it is held in a queue until a qualified team member approves or rejects it.

This is especially valuable for large teams that need structured, controlled decision-making, ensuring every critical action is reviewed and audited.

## How it works

1. An operator triggers an action that requires approval.
2. Instead of executing immediately, an **approval request** is created.
3. Team members with approval permission are notified and can review the request.
4. Once approved (or rejected), the action either executes or is cancelled.
5. The request moves to **History** for audit purposes.

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/diagrams/approval-seq.svg?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=7a406056f0125776db74c5511088b0d1" alt="An operator triggers an action; Forest sets it to pending and notifies an approver; on approve the action executes, on reject it is cancelled; the result and an audit entry return to the operator" width="100%" data-path="images/diagrams/approval-seq.svg" />

## The approval workflow screen

Navigate to the **Collaboration** tab → **Approval Workflow** to access the approval queue. Requests are divided into three lists:

| List          | Description                                                 |
| ------------- | ----------------------------------------------------------- |
| **Created**   | Approval requests you have submitted and are pending review |
| **To review** | Requests you have permission to approve or reject           |
| **History**   | All processed requests (approved or rejected)               |

## Reviewing a request

Click on any approval request to open a modal showing:

* The **action** that was triggered and its name.
* The **target record** the action applies to.
* The **form values** entered by the requester (if the action has a form).

After reviewing, you can:

* **Approve**, the action will execute immediately.
* **Reject**, the action is cancelled; the requester is notified.
* **Comment**, leave a note explaining your decision.

Once processed, the request moves to **History**.

## Filtering approval requests

For large teams with high request volumes, use the **filter panel** to narrow the list:

| Filter            | Description                                         |
| ----------------- | --------------------------------------------------- |
| **Action**        | Filter by the name of the action                    |
| **Requester**     | Filter by the team member who submitted the request |
| **Team**          | Filter by the team associated with the request      |
| **Creation date** | Select a date interval                              |

Multiple filters can be combined for precise results.

## Exporting approval history

Click the **Export** button in the History section to download a CSV of your approval requests over a given time period. The file will be sent to your email.

## Configuring approval workflows

Approval workflows are configured in **Project Settings → Roles**. For each role, configure each action's approval behavior:

| Permission           | Effect                                                                  |
| -------------------- | ----------------------------------------------------------------------- |
| **Require approval** | Operators in this role must request approval before the action executes |
| **Approve**          | Operators in this role can approve requests submitted by others         |
| **Self Approve**     | Operators in this role can approve their own requests                   |

<Info>
  Approval workflow configuration is available to admins in Project Settings → Roles. Operators cannot modify these settings.
</Info>
