Request Multi-Level Approval activity

reference brazil Updated Sep 10, 2026 1 min read req-multi-lvl-approvals-activity.md
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Enable agents and fulfillers to submit an approval requests to first and second-level managers during a playbook run.

Roles and availability

Users with the playbook.admin or pd_author role can add these activities to a playbook.

Inputs

Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.

Input

Type

Description

Label

String

Title to display as activity and playbook card.

Description

String

Information to display about activity usage or outcome.

Run condition

Condition Builder

Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.Note: Select Show additional options to see this field.

Start Rule

Choice

Under Schedule > Start Rule, select a start rule for when your stage should start running:- When process starts: Your stage starts running as soon as the playbook starts.

  • After specific stages: Your stage starts running after specified stage(s) have finished running.

Under Schedule > Start Rule, select a start rule for when your activity should start running:- When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.

  • After specific activities: Your activity starts running after specified activities have finished running.

Start with delay

True/False

Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.Note: Select Show additional options to see this field.

Assigned to

Choice

Individual user who the first and second level manager approval requests are generated for.

Due date

Date/Time

Date the approvals are due by.

Comments

String

Option for the approvers to add comments in the approval requests.

Table

Choice

Table that you want to choose the associated record from.

Record

Choice

Associated record for the approval requests.

## Outputs

The state of your approval requests.

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