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Create an approval instance

Platform module

POST/approval-instancesapprovalInstances.create

An approval in flight for one subject. Creates an approval instance. Requires `Idempotency-Key`; a replay returns the original response. The organization is derived from the credential or the parent row, never from the body.

  • Requires the capability inbox.notifications.write.
  • OAuth scopes: inbox.
  • Send an Idempotency-Key header. A replay with the same key returns the original response.
  • Error statuses: 400, 401, 409, 422, 429. Errors are RFC 9457 problem details.

Request body: ApprovalInstanceCreate

approvalInstances.create: ApprovalInstanceCreate
FieldTypeRequiredDescription
document_type"Purchase Order" | "Change Order" | "Expense" | "Invoice Approval" | "Payroll Run" | "Requisition"YesSpend document type.
document_idstring (uuid)YesIdentifier of the spend document submitted for approval.
{
  "document_type": "Purchase Order",
  "document_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f"
}

Response 201: ApprovalInstance

approvalInstances.create: ApprovalInstance
FieldTypeRequiredDescription
idstring (uuid)YesIdentifier of the approval instance.
org_idstring (uuid)YesIdentifier of the owning organization, derived from the parent row and never accepted from the caller.
created_atstring (date-time)YesWhen the row was created.
created_bystring (uuid) | nullYesIdentifier of the person who created the row; null when a seed, platform or system process created it.
updated_atstring (date-time)YesWhen the row was last updated.
updated_bystring (uuid) | nullYesIdentifier of the person who last updated the row; null when a seed, platform or system process updated it.
approval_policy_idstring (uuid)YesIdentifier of the approval policy.
requested_bystring (uuid)YesIdentifier of the requester.
approval_state"In Review" | "Approved" | "Rejected" | "Canceled"YesApproval state.
document_type"Purchase Order" | "Change Order" | "Expense" | "Invoice Approval" | "Payroll Run" | "Requisition"YesSpend document type.
document_idstring (uuid)YesIdentifier of the spend document submitted for approval.
subject_tablestringYesTable of the document.Constraints: pattern ^[A-Za-z0-9][A-Za-z0-9._-]{0,63}$
subject_referencestring | nullYesThe document's own number or name.Constraints: length 1 to 300
project_idstring (uuid) | nullYesIdentifier of the project of the document.
amount_minorinteger (int64) | nullYesAmount submitted; the approval covers the document while its amount stays at or below it. Never null: an unpriced document is not submitted. Integer minor units of the resource currency; null means unpriced, never zero.
currency_codestringYesISO 4217 currency of the amount.Constraints: pattern ^[A-Z]{3}$
current_stepintegerYesStep the approval waits on; the last step once decided.Constraints: range 1 to any
decided_atstring (date-time) | nullYesWhen it was approved, rejected or canceled.
{
  "id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "org_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "created_at": "2026-10-08T14:30:00Z",
  "created_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "updated_at": "2026-10-08T14:30:00Z",
  "updated_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "approval_policy_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "requested_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "approval_state": "In Review",
  "document_type": "Purchase Order",
  "document_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "subject_table": "purchase_orders",
  "subject_reference": "17",
  "project_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "amount_minor": 4000000,
  "currency_code": "USD",
  "current_step": 1,
  "decided_at": "2026-10-08T14:30:00Z"
}

Code samples

curl -X POST "$XOS_BASE_URL/approval-instances" \
  -H "Authorization: Bearer $XOS_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{"document_type":"Purchase Order","document_id":"0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f"}'
const { data } = await xos.approvalInstances.create({
    "document_type": "Purchase Order",
    "document_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f"
  });
response = xos.approval_instances.create({"document_type": "Purchase Order", "document_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f"})
xos approval-instances create --data '{"document_type":"Purchase Order","document_id":"0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f"}'