View an existing Approval Process as a flowchart, then print or export the diagram for documentation, audit, or migration planning.
- Open Approval Processes
Setup, Process Automation, Approval Processes. The list shows every active and inactive approval process in the org grouped by Object.
- Pick the process
Click the process name. The detail page opens with the step list, the assigned approvers, and the entry criteria.
- Click View Diagram
On the detail page header, click View Diagram. The visualizer opens in a new tab with the auto-generated flowchart.
- Trace the flow
Start at the entry criteria node. Follow approve and reject arrows through each step. Confirm the routing matches what you understood from the live configuration.
- Print or screenshot
Click Print View. The diagram renders in a single-page layout. Print to PDF or take a screenshot for documentation.
- Document discrepancies
If the diagram reveals routing the team did not expect, file the gap as a follow-up task. The visualizer is read-only; changes happen in the Approval Process editor.
Opens the auto-generated flowchart for the selected approval process.
Renders the diagram in a single-page layout suitable for export.
Click any node to jump to that step's detail in the Approval Process editor.
The visualizer cannot edit the process. Use the standard Approval Process editor to make changes.
- Process Visualizer only renders the approval process. It does not show interactions with workflow rules, triggers, or flows running on the same record.
- The diagram is a snapshot at view time. If someone edits the process while you are looking, the change is not reflected until you reload the visualizer.
- Approval Processes are increasingly considered legacy; new approvals should be modeled in Flow Builder. The visualizer does not exist for flows.
- Print View is the only export path. There is no API or Tooling endpoint that returns the rendered flowchart programmatically.