APPROVALS

APPROVALS

Q: What Approval Actions?

Q: What types of Approval Process?

Q: Who many steps created Approval process?

Approvals:

·         Approval processes allow you to specify a sequence of steps that are required to approve a new record.

·         Each step allows one or more designated approvers to accept or reject a record. The steps can apply to all records included in the process, or just to records that meet certain Requirements.

 Approval processes also allow you to specify actions—like

·         sending an email alert,

·         updating a field value,

·         assigning a task

What are the emails Approval Response?

·         Approve

·         Approved

·         Reject

·         Rejected

·         Yes

·         No

What are components?

·         Rule

·         Action

·         Time

What types of Approval process?

·         Jump start wizard

·         Standard setup wizard

Your Name Setup➤ Create ➤Workflow & Approvals ➤ Approval Processes, and then click

Approve New Position.

In the Initial Submission Actions related list, click Add New, and select Field Update.

Additional Approval Actions

Category Type Values

·         Name:

·         Set Status to Open Approved

·         Field to Update:

·         Status

·         Final Approval Field Update

·         Actions

·         A specific value: Open - Approved

·         Name:

·         Set Status to Closed - Not Approved

·         Field to Update: Status

·         Final Rejection Field Update

·         Actions

·         A specific value: Closed - Not Approved

·         Name: Set Close Date to Today

·         Field to Update: Close Date

·         Final Rejection Field Update

·         Actions

·         Use a formula to set the new value: TODAY ()

Activating Our Approval Process

1. Click Your Name ➤ Setup ➤ Create ➤Workflow & Approvals ➤ Approval

Processes to return to the approval process list page.

2. Click Activate next to the Approve New Position approval process