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How to Assemble Approve Record

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How do you create an approval process?

Setup → Create → Workflow and Approval → Approval Process. Select object for the approval process to be written. Click on Create New Approval Process. Select Standard Setup Wizard from drop-down. Enter the Process name, Unique Name and description for your process.

What is approval process?

An approval process is the method an organization uses to approve anything from documents, invoices, budgets, and purchase orders, to a new process that a company wants to institute. As a result, many organizations have transitioned to automated approval processes and workflows.

What are two final approval actions in an approval process?

Introduction. The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.

What is recall in approval process?

Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.

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