Chart Approve Form For Free

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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.

How can approval process be called automatically?

Hi Sudhir, If you want that your approval process will be automatically called only when your record is created than you must use only insert action in your trigger. Remember that this trigger will only fire when a record is created. It will not fire on update.

How do I use form workflow plus?

0:33 1:42 Suggested clip Form Workflow Plus — Set up approval workflows within minutes via YouTubeStart of suggested client of suggested clip Form Workflow Plus — Set up approval workflows within minutes via

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